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Optional information

The 
OPTIONAL INFORMATION
 tab is not mandatory but contains additional information you can set under 
Other Information
and 
Password Protection
.
Other Information
Under 
Other Information,
 you can set 
Client Engagement ID
, 
Client Due Date
, 
Estimated Complexity
, and 
Budgeted Hours
.
Field
Description
Client Engagement ID
This is another ID number that you can use to track returns.
Client Due Date
This is a due date that you can set to track your own workflow in FileRoom. This is not the due date you set for SurePrep.
Estimated Complexity
This is the level of complexity of the return from A to D in increasing order of difficulty.
Budgeted Hours
This is the estimated number of hours for the preparation of the return.
Password Protection
Under 
Password Protection
, you can limit access to a binder by setting a password on the binder in FileRoom.
To enable password protection, select the
Do you want this binder to be Password Protected?
 checkbox.
Once the
Password
 field is enabled, enter the password you want to use. The password is restricted to 12 characters. As you type in the field, the password strength will be indicated next to the field.
Confirm Password
: Re-enter the same password in this field.
If the 
Password
 and 
Confirm Password
 fields don't match, you'll receive an error message and the
Submit
 button won’t be available. You can either enter the matching password for both fields or remove the password protection by clearing the checkbox.
Once a password is set up, you'll be prompted to enter the password when:
  • Opening the binder.
  • Deleting the binder
  • Exporting the binder
  • Printing the binder (DreamWorkpapers or SPBinder PDF)
  • Opening the
    File
     window from FileRoom

GoSystem Tax RS

For GoSystem returns:
On the
BASIC INFORMATION
 tab, if you entered the GoSystem locator password under
Select GoSystem Tax RS return
 and checked 
Do you want this binder to be Password Protected?
, then 
Use same as Locator Password
 is checked automatically, and the locator password is populated automatically in
Password
.
If you don't want to use the same password, select 
Use same as Locator Password
 to clear the checkbox and the field will disappear.

CCH Axcess Tax

For CCH Axcess Tax returns:
On the
BASIC INFORMATION
 tab, if you entered the CCH Axcess client number password under
Select CCH Axcess Tax return
 and checked
Do you want this binder to be Password Protected?
, then
Use same as Client Number Password?
 is checked automatically and the client number password is populated automatically in 
Password
.

This article applies to:

  • PRODUCT: SurePrep

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