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Organizer pages
You can choose whether you want data captured from organizer pages and whether you want organizer pages to be shown in the Review Wizard.
note
This option doesn't apply to 1041 binder types.
- SelectFileRoom>Admin>Tax Return.
- Use the location dropdown to select the office location. The tax return option changes will apply to the selected office location.noteWhen selecting tax return options, if no office location is selected then the blank location (first option) settings will be used by default. Any new office location added will inherit the blank location settings.
- Go to theOrganizer Page(s)section.
- UnderCapture data from the following organizer page(s), select 1 of the following:
- All: Select this option to capture data from all the organizer pages uploaded in the return.
- None: Select this option if you want to bookmark the organizer pages only and you don't want to capture any data from them.
- Mark theShow all organizer page(s) in the Review Wizardcheckbox if you want all the organizer pages to be displayed in the Review Wizard.
In Step 2: Verification wizard, only single entity organizer pages will be displayed. These pages only have the identifier fields available for verification.
note
The single entity organizer pages that match proforma won't appear in the Verification wizard.
If you opted not to capture data from the organizer page but did choose to show the organizer pages in the Review Wizard (by selecting the
None
option and marking the box Show all organizer page(s) in the Review Wizard
), the identifier fields from single entity organizer pages (like Schedule C, Schedule E, Schedule F, Consolidated statements, etc.) will be available for verification.
All organizer pages will be displayed, but only identifier fields from single entity organizer pages will be available for verification.
In multi-entity organizers, identifier fields are not available for verification.
note
For 1040SCAN ORGANIZE binders, identifier fields from single entity organizer pages will appear in the primary verification wizard.
Organizer page(s)
options selected in Account Admin
will become the default settings for all new binders. However, when creating a new binder, you can select different settings for that particular binder if desired. Settings selected on the Create New Binder
window override the default settings selected in Account Admin
. note
In SPbinder, you can click the 
icon to check which tax return options were applied to the binder when it was created.
Binder Information
icon to check which tax return options were applied to the binder when it was created. This article applies to:
- Product: SurePrep
Related content
-
Tax Return options overview
Format:
Article,
1 min read