Checklist when you're done preparing

Although it is not necessary to do these, good practice I suppose:

1. Sign Off

2. Use the Review Tree tab to check on missing documents

4. Make sure all the documents from the thumbnail are indexed in the index tree.

5. Make sure all the calculator tapes have amounts that are cross-referenced on the document.

6. Note that the calculator tapes are printed at the end of the SPbinder PDF. Cross-referencing the amounts is important.

7. Choose the NOTES option wisely. If you don't want to print the notes for future storage, make sure the notes box is unchecked.

8. If it is a large binder with tons of pages, printing the SPbinder locally will take time. Consider printing the binder on SP Servers.

9. Make sure you have a process to print the binders, either right after the tax return is filed OR after 4/15 or 10/15.

3. Exporting data to tax software

10. Print the binder.

This article applies to: