Check the status of source documents submitted for TaxSort processing in GoFileRoom

Follow these steps to check the status of source documents submitted for TaxSort processing.
  1. In GoFileRoom, select
    Reports
    , then
    Document Tracking
    .
  2. If necessary, select the appropriate drawer from the
    Drawers
    dropdown.
  3. Select
    TaxSort Doc
    from the
    Status
    dropdown.
  4. Select
    Search
    .
The Document Tracking report lists all documents that have been sent for TaxSort processing.
GoFileRoom locks documents during TaxSort processing, as indicated by Locked PDF icon. Processing typically takes a few minutes, but can take up to 3 hours.

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