Submit GoFileRoom PDFs for TaxSort processing

In addition to designating 1040 tax source documents for TaxSort processing during scanning, you can submit for TaxSort processing PDF documents that have already been stored in GoFileRoom.
  1. Search for a PDF in GoFileRoom that you want to submit.
  2. In the search results list, select the checkbox for the PDF.
  3. Select
    More Actions
    , then
    TaxSort
    .
    • GoFileRoom locks documents during the identification and organization process.
    • You can check the status of source documents submitted for TaxSort processing.

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