Forms and Fields covered by Live Sync

Covered Forms and Fields

When you update a form field in SPbinder, Live Sync automatically exports that field information to the tax software in real time. Select
DOWNLOAD
to view the list of all forms and fields covered by Live Sync for 1040 binders.

Group Fields

Live Sync simultaneously updates each field in the tax software when you update it in a binder. However, certain fields in SPbinder will only begin syncing to the tax software after you provide all the required fields in that set (Field A1, A2, A3, A4).
For example, when filling out address fields on the 'Input Form', Live Sync initiates syncing after you complete providing the information:
  • (A1) The street name and number
  • (A2) City
  • (A3) State
  • (A4) Zip
Download the list of form fields that sync as a group:
Additional Information:
  • Live Sync Setup
  • Live Sync Overview

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