Triva isn't available right now.
Check out the support page for our phone number and hours
Legal
Recommended Products
-
CoCounsel
Move faster and accomplish more with a professional-grade, generative AI assistant that transforms the way you work. Thomson Reuters CoCounsel is with you every step of the way, backed by authoritative content and industry-leading expertise.
-
Westlaw
Conduct legal research efficiently and confidently using trusted content, proprietary editorial enhancements, and advanced technology.
-
Practical Law
Accelerate how you find answers with powerful generative AI capabilities and the expertise of 650+ attorney editors. With Practical Law, access thousands of expertly maintained how-to guides, templates, checklists, and more across all major practice areas.
Questions? We are here to help
Tax & Accounting
-
Top products for corporations
-
Top products for accounting firms
Recommended Products
-
CoCounsel Tax, Audit, Accounting
Move faster and accomplish more with a professional-grade, generative AI assistant that transforms the way you work. Thomson Reuters CoCounsel is with you every step of the way, backed by authoritative content and industry-leading expertise.
-
UltraTax CS
Provides a full line of federal, state, and local programs. Save time with tax planning, preparation, and compliance.
-
1040SCAN
Automate work paper preparation and eliminate data entry
Questions? We are here to help
Trade & Supply
Recommended Products
-
Foreign Trade Zone Management
Software that keeps supply chain data in one central location. Optimize operations, connect with external partners, create reports and keep inventory accurate.
-
Indirect Tax
Automate sales and use tax, GST, and VAT compliance. Consolidate multiple country-specific spreadsheets into a single, customizable solution and improve tax filing and return accuracy.
Questions? We are here to help
Risk & Fraud
Recommended Products
-
CLEAR
Search volumes of data with intuitive navigation and simple filtering parameters. Prevent, detect, and investigate crime.
-
Fraud Detect
Identify patterns of potentially fraudulent behavior with actionable analytics and protect resources and program integrity.
-
ID Risk Analytics
Analyze data to detect, prevent, and mitigate fraud. Focus investigation resources on the highest risks and protect programs by reducing improper payments.
Questions? We are here to help
News & Media
Recommended Products
-
Reuters Connect
Around the globe, with unmatched speed and scale, Reuters Connect gives you the power to serve your audiences in a whole new way.
-
Reuters Plus - Content Studio
Reuters Plus, the commercial content studio at the heart of Reuters, builds campaign content that helps you to connect with your audiences in meaningful and hyper-targeted ways.
-
Reuters.com Platform
Reuters.com provides readers with a rich, immersive multimedia experience when accessing the latest fast-moving global news and in-depth reporting.
Questions? We are here to help
Books
Recommended Products
-
What's new in legal products
Shop our latest titles
-
Shop tax customer favorites
ProView Quickfinder favorite libraries
Questions? We are here to help
Developers
-
APIs by industry
-
Related sites
-
United States Support
-
International support
-
New releases
-
Join a TR community
-
Free trials & demos
Activate Live Sync for your firm
Live Sync automatically synchronizes information from SPbinder into the tax application in real time. Firms have the option to enable Live Sync for all binders (that is, firm-level option) or give firm users the option to enable or turn off Live Sync as needed on a binder-by-binder basis (that is, binder-level option).
Enable or turn off Live Sync feature
To enable or turn off Live Sync for your firm or change the default settings, go to .
Account Admin
SPbinder
Live Sync
To enable Live Sync for your firm, select the
Enable Live Sync
checkbox.To turn off Live Sync for your firm, clear the
Enable Live Sync
checkbox.
Next, select one of the following options to specify how Live Sync should be enabled:
Live Sync Options | Comparison | |
|---|---|---|
1. | For selected binders (binder-level decision) | By default, Live Sync is turned off for all new binders. A user with access to the binder can enable or turn off Live Sync. |
2. | For all binders (firm-level decision) | Live Sync is enabled for all new (eligible) binders. Live Sync can't be turned off for individual binders. |
Switching Live Sync options
The option you select will only apply to new binders going forward. If your firm changes the Live Sync option, then all existing binders will remain in their current state.
For example, if you previously turned off Live Sync for certain binders and then switched to enabling Live Sync by default for all binders at the firm level, those binders with Live Sync turned off will remain turned off. You won’t be able to change the Live Sync status of these binders directly.
To enable Live Sync for these specific binders, follow these steps:
- Use theExport to Taxfeature.
- Switch the Live Sync setting toFor selected binders.
- Enable Live Sync for the binders that need to be updated.
- After enabling the binders, you can switch the setting back toFor all binders.
Alternatively, after
Export to Tax
is completed, you can contact SurePrep Support with the list of binders that you would like to enable.What's next?
- Complete tax software setup:To use Live Sync, you must first set up GoSystem Tax RS API with SurePrep.
- Learn more about using Live Sync:After completing the setup, you are now ready to use Live Sync.Take a tour of Live Sync Overview.
This article applies to:
- Product: SurePrep
- Sub Product: SPbinder