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FileRoom Binders

Processing options

When creating a new binder, the
PROCESSING OPTIONS
 tab has additional settings that let you customize how the binder processes.
  • Review Wizard
    settings control how the current binder's verification should be completed and sent to the binder.
    • Skip the verification steps.
    • Organize pages under a certain section in the binder.
  • Tax Return
     settings impact how the tax return is captured and processed:
    • Should organizer pages be captured?
    • How to handle capital gains/losses - capture a summary or individual transactions.
    • Should foreign income be exported?

Review Wizard

The settings under 
Review Wizard
 will default to those set in
Admin
, then
Review Wizard
. Any changes you make here will only apply to this binder.
The
Review Wizard
 tab lets you customize the binder verification process by updating the following sections:
  • Skip Selected Review Steps
    :
    Select which Review Wizard steps should be excluded from verification.
    Example: If you want the verifiers to skip the
    New Form Review
     (that is, NFR) step, select the checkbox to skip to the next step.
  • Indexing Options
    :
    Select how documents are organized SPbinder.
  • Verification
    :
    Select how unidentified pages are handled.
View a detailed explanation in the Review Wizard section of Admin.

Tax Return

The settings under 
Tax Return
 will use the default settings saved in
Admin
, then
Tax Return
. Any changes you make here will only apply to this binder.
The
Tax Return
 tab lets you customize your tax return preparation by updating the following sections:
  • Organizer Pages:
    Select if you want to capture data from organizer pages.
  • Schedule D
    :
    Export capital gain and loss transactions according to your preferred settings.
  • Tax Exempt Income
    :
    Determine if tax-exempt income should be state taxable
  • Foreign Tax Credit
    :
    Only export foreign income if foreign taxes exceed the IRS limit or always export foreign income.
  • Case Format
    :
    Select letter casing (Original document, all caps, title case).

This article applies to:

  • Product: SurePrep

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