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Basic information

Enter client details

The
Enter Client Details
 section lets you enter client details for the binder you're submitting.

Enter Client Details for different tax application

Information requested in the
Enter Client Details
 section may vary based on the tax application you selected in the
Select Binder Template
 section on top. For certain tax application, you will be required to enter the taxpayer's SSN and Filing Status.
View the following sections for your tax application.

GoSystem Tax RS

Once the
Return
 ID of the tax return is entered,
SP Client ID
 populates automatically, which is the same as the client's
Return
 ID in GoSystem Tax RS.
After you enter the client number in the
Return
 field, that same data will populate automatically to
SP Client ID
 under
Enter Client Details
. You can change the ID manually if you want to use a different
SP Client ID
.

ProSystem fx Tax, Lacerte, or UltraTax CS

When the tax file is attached,
SP Client ID
,
First Name
,
Last Name
,
Taxpayer SSN
, and
Filing Status
 will populate automatically.
Taxpayer SSN
 and
Filing Status
 can't be edited.
If you create a binder with the same client ID as the previous year's binder, and if the previous year's binder contains permanent notes, then the images linked to those permanent notes will be added to the current year's binder.
For 1041 Binders,
Trust’s EIN
 and
Type of Entity
 will be populated automatically with the data available in the tax application.

CCH Axcess Tax

The name of the 1st source document attached is populated automatically to
SP Client ID
.
After you enter the client number under
Select CCH Axcess Tax return
, that same data will populate automatically to
SP Client ID
 under 
Enter Client Details
. You can change the ID manually if you want to use a different
SP Client ID
.
When a source document is attached,
SP Client ID
 auto-populates using the name of the 1st source document attached.
You can change the ID manually if you want to use a different
SP Client ID
.
A binder can have the same
SP Client ID
 as another binder for a particular tax year if they are different binder types (for example, 1040SCANverify vs 1040SCAN PRO).
For CCH Axcess Tax, binders with different tax file versions can have the same client ID for a particular tax year.
Business Returns (1065, 11201, 1120S)
For 1065, 11201, 1120S, and custom binders, an additional field, 
Client Name
, will be displayed next to
SP Client ID
. You can enter the client's name manually or select it from a dropdown menu.
After you enter the
SP Client ID
 and the same
SP Client ID
 already exists in FileRoom, the 
Client Name
 dropdown will show the
Client Name
 of the binder that's been already created.
Custom Fields
An additional custom field will be displayed next to
SP Client ID
 if it is enabled in
Admin
Account Setup
Custom Fields
.

This article applies to:

  • PRODUCT: SurePrep

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