ProSystem fx Tax (Tax year 2022 and earlier only)

In-house binders

Confirm that home state, SSN, and filing status are all entered in the ProSystem fx Tax file.
Calculate and save the ProSystem fx Tax file.
In FileRoom, point to the
Create New Binder
caret icon.

Point to
1040
.

Select from the following services:
1040 SCAN PRO
1040SCAN ORGANIZE
SPbinder
* 1040SCANverify Onshore
&
1040SCANverify Offshore

*
while
1040SCANverify Onshore/Offshore
are not In-house services, the same instructions can apply as other In-house services.
Open the PBFX file once it downloads completely.

The
Create New Binder
wizard opens. Under
Select Binder Template
, select the template with the tax year and
ProSystem fx Tax
as the tax application.

When the
Select ProSystem fx Tax return
panel appears, the
Select ProSystem fx Tax File Path
field will display the path set in
Tax File Activation
, then
ProSystem fx Tax
.
View Tax File Activation for ProSystem fx Tax.

If you need to change the file path, select the path, then select the path you want to use.

Under
Select Source Documents
, select
Browse
.

Select your source documents, then select
Open
to attach the source documents.

If the name of the 1st selected source document matches the tax file, then the
Client ID
,
First Name
, and
Last Name
fields are populate based on the data in the tax file.

If the name of the 1st selected source document matches the Client ID and there is only 1 version of the ProSystem fx Tax file, the file will be automatically attached.
If the name of the 1st selected source document matches the Client ID and there are multiple versions of the ProSystem fx tax file, the
Multiple Versions of ProSystem fx Tax file
window will open. Select the version, then select
Ok
.

Search for ProSystem fx Tax file
window appears if the name of the 1st documents is not the same as the Client ID. Type the
Client ID
then select
Search
.

If the tax application file exists at the selected folder path, it will be attached automatically. If it doesn’t, you'll receive an error. Select
OK
and try again.

If you're unable to attach the tax file in the ways previously described, you can attach it manually. Under
Select ProSystem fx Tax return
, select
Browse
.

Select the required tax file, then select
Open
.

The last digit indicates the version number (that is, 1, 2, 3)

In FileRoom, the version number of the tax file will be reflected next to the Client ID.

If the ProSystem fx Tax file isn't calculated before submitting the tax file, you'll see the following error message
File Data not proper, Please recalculate the return in ProSystem fx Tax
. In that case, select
OK
. Open the return in ProSystem fx Tax, recalculate it, and try again.

When the tax file is attached, the
Client ID
,
First Name
,
Last Name
,
Taxpayer SSN
, and
Filing Status
will be populated automatically under the
Enter Client Details
section.

If you selected the incorrect version or tax file and want to remove it, select
Delete
.

Select
Yes
in the confirmation.

Outsource binders