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Checking binder information

In SPbinder, you can view the
Binder Information
 window to check binder details, tax software-related client information, and tax return settings.
Follow these steps to view binder information:
Select the
Binder Information
 icon on the Quick Access toolbar.
On the
Binder Information
 window, you will see the
Binder Information
 section on the left. You can review the current binder's details without checking FileRoom (Tax Software, Binder ID, Processing Type, Binder Type, and Office Location).
On the right, you will see clients' tax software information (Custom Name, Client Name, SP Client ID, etc.). On the lower right, you can select the
Default Option
 link to view source document names and their input options.
Select the
Tax Return Options
 tab to view the tax return settings applied to the binder when it was submitted. You can set
Tax Return Options
 on the domain or manually modify the settings when submitting the binder. The
Tax Return Options
 tab allows you to review which options were selected when the binder was submitted.

This article applies to:

  • Product: SurePrep
  • Sub Product: SPbinder
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