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1040SCAN Review Wizard

Step 8 - Finalization - for Simplified Leadsheets and without leads binders

This step appears only if you submitted a binder without leads or with Simplified Leadsheets.
This window indicates the completion of the Review process. On the Review wizard, Simplified Leadsheets and Without Leadsheet (that is, none) binders will have the checkbox auto-selected for
Export data to (GoSystem Tax RS / CCH Axcess Tax RS)
. Applicable to 1040SCANverify and 1040SCAN PRO/PRO+.
The steps under Finalization are exporting data to the related tax application, opening SPbinder and converting the file into a SPbinder PDF.

Open SPbinder

By default, the option
Open SPbinder
 will be auto-selected. It has 2 sub-options:
  • Enable SPbinder e-Access
  • Create PBFX (Portable Binder Format)
Enable SPbinder e-Access
Select 
Enable SPbinder e-Access
 to upload the images of the source document file attached to this binder on the server.
This lets you access the binder from any machine that doesn’t have the
SurePrep Download Folder
 path setup as defined in
Admin
Account Setup
Download Files Setup
.
If you clear the
Open SPbinder
 checkbox, this option won’t be displayed.
This option will be turned off with an auto check mark, if the binder is already selected for e-access while submitting.
Create PBFX (Portable Binder Format)
Select the
Create PBFX file (Portable Binder Format)
 checkbox to access and save the binder at the location.
Once you select the
Finish
 button, save the PBFX to your SurePrep Download Folder.
A confirmation window appears when you select
Save
. Select
OK
 to close the window.
SPbinder opens once the file gets saved at the location.

SPbinder PDF

Select the
Create SPbinder PDF
 option in the Finalization window. This function enables the creation of a bookmarked PDF file containing the source documents of the binder submitted.
To create a SPbinder PDF, select
Finish
.
When the
Print Setup
 window appears, select the print options. The options default to the one selected in the
Admin
SPbinder
Print Options
Print SPbinder workpapers with the following
 section.
View detailed explanation on Print Options.
When the
Print Setup
 window appears, you can change options for this binder, then select
Print
.
You can create the SPbinder PDF later either from FileRoom or from within SPbinder.
Print SPbinder PDF from FileRoom:
 Select the binder from FileRoom, select the dropdown from the 
Options
 column, then select
SPbinder PDF
.
Print SPbinder PDF from within SPbinder:
 select the
Print
 icon  on the SPbinder toolbar.

This article applies to:

  • PRODUCT: SurePrep

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