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Manage binders from FileRoom

View files

The
File
 section lets you create a paperless storage system for all related files for a tax return.

View files

  1. Locate the binder with the files you want to view in
    FileRoom
    .
  2. Go to the
    OPTIONS
     column, then select the
    Picklist
     icon on that binder.
  3. Select
    File
     from the dropdown menu.
  4. In the
    File
     window, you can select individual folder types, or expand the folder tree.
  5. Select a subfolder to view files in that folder.
  6. Select the file name to view (PDF) files directly from your browser.
  7. You can also download the file to your computer. To download the file, select the
    Download
     icon  in the
    DOWNLOAD
     column.
Each 1040 (individual tax return) and 1041 (trust tax return) binder type includes the following subfolders:
  • 1000 Original Files Submitted
  • 2000 Tax Workpapers
1000 Original Files Submitted
The
1000 Original Files Submitted
 folder contains the original files submitted for processing the binder.
Subfolders under 1000 Original Files Submitted
:
  • 1010 Image Files:
     Contains the originally scanned images.
  • 1020 Tax Software:
     Contains the original tax software files.
  • 1030 Subsequent Document Submissions:
     Contains subsequently submitted documents, if there are any.
  • 1040 Proforma Data File:
     Contains the proforma data tax software file.
You will also see a
Caution
 icon next to the file name if an uploaded file couldn’t be processed by SurePrep because it is damaged, password protected, digitally encrypted, or is in read-only mode.
2000 Tax Workpapers
The
2000 Tax Workpapers
 folder contains your completed tax workpapers.
  • 2050 DreamWorkPapers-****I :
     This file consists of the original source documents that were scanned and combined into a single referenced Adobe Acrobat PDF file. It will have the tax year in place of asterisks ("****" will be 2024) in the name. In addition, you have the option of saving the Leadsheet output as an Excel file as well.
  • 2055 Dream WorkPapers-****I.xls:
     This is the Excel form of the DreamWorkpaper PDF file. It will have the tax year in place of asterisks ("****" will be 2020) in the name. If you have marked the checkbox for printing 2055 DreamWorkpaper Excel in the
    DWP Print Setup Admin Function
    , this file appears in the 
    2000 Tax Workpapers
     folder along with the PDF file of DreamWorkpapers.
SPbinder PDF (With or/and Without Markups) will generate for binders without Leads.
  • SPbinder PDF
    : This file consists of SPbinder workpapers with stamps and annotations.
  • SPbinder Bookmarks PDF
    : This file consists of SPbinder workpapers without stamps and annotations.
3000 Copy of Tax Return
3000 Copy of Tax Return: This folder contains the completed copy of the tax return in Adobe Acrobat PDF Format if the return is prepared by SurePrep.
4000 Tax Software Files Prepared by SP
4000 Tax Software Files Prepared by SP: This folder will contain the completed tax software file (except for GoSystem Tax and CCH Axcess Tax) only if the return is prepared by SurePrep.

This article applies to:

  • PRODUCT: SurePrep

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