Work with forms in SPbinder

Review forms

On the
Forms
 tab, you can review, edit, and add data from the source document. The
Forms
 tab will only be available if you created the binder with the
Classic Leadsheets
 option selected.
To view data tax return data captured by OCR or added by reviewers, select the
Forms
 tab on the bottom-left side of SPbinder, next to the
Leads
 and
Notes
 tab.
The
Forms
 tab is divided into the following sections:
  • Forms Category
  • Form Category Sections
  • Input Forms
  • Input Fields
  • Forms Toolbar

Forms category

Shows categories that mirror the categories available in your tax application.
(For example, Form Categories in GoSystem Tax RS binders will match the form categories defined in GoSystem Tax RS.)

Form category sections

Shows sub-sections for each selected category.
note
Form Category
 and
Form Category Sections
 appear in bold text in the dropdown if the forms assigned to those categories have any data in their
Input fields
.
You can see which entity is currently selected in view on the
FORMS
 tab without needing to scroll.
Selected proforma forms will appear in blue color.
For certain category sections, you may have many entities - making it time-consuming to locate the form. You can use the
Filter
 input field to narrow down the list of entity names while you're typing. A filter can save you time by narrowing down the results, especially when you have multiple entities listed under the forms category section.
The filter field isn't available when you:
  • Select a category with no forms present in it
  • Select Single instance forms

Input Forms

Shows all separate input forms for the selected category section.
Example:
  • W-2 (Category Section)
    • W-2
    • Days Worked - Foreign Wages
    • Foreign Earned Income - Foreign Wages
    • Compensation Breakdown

Input Fields

Shows all
Input fields
 in the selected
Input form
. Currently selected fields are highlighted in blue.
To reach an
Input Field
 on the
Forms
 tab, you can do so in the following order:
Form Category
Form Category Section
Input Form
Input Field
.
You can also select the
Input Field
 checkbox on the source document to open the
Input Field
 directly on the
Forms
 tab.

Forms Toolbar

Important Note For GoSystem Tax RS Users

In GoSystem Tax RS, “VAR” date creates a diagnostic for capital gain/loss transactions.
Based on IRS changes, use the following valid date format (MM/DD/YYYY) in the
Date Acquired
 and
Date Sold
 fields in SPbinder.
“VAR” is no longer an accepted value and will return the following message:

This article applies to:

  • PRODUCT: SurePrep
  • Sub Product: SPbinder