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Live Sync

Live Sync FAQ

What is Live Sync?
Live Sync automatically synchronizes information from SPbinder into the tax software in real-time. When you update (add, edit, delete) a field value in SPbinder, the information will sync directly to the tax software without requiring a manual export each time.
How do I setup Live Sync for my firm?
Follow these steps to setup Live Sync for your firm:
  1. Activate Live Sync
  2. Setup GoSystem Tax RS API integration
Does Live Sync allow the tax return and the binder to be open simultaneously?
Yes, both can be open at the same time, but not necessary. You do not need to keep the tax return open in the tax software unless you want to see how the information is syncing to the tax software as you make updates in SPbinder.
For the traditional Export TR and Import TR features, you need to close the tax return in the tax software before initiating the functionality.
Does Live Sync replace the traditional Export TR and Import TR features?
Live sync does not replace the traditional bulk
Export TR
and
Import TR
 but complements it for seamless workflow with little to no interruptions.
Live Sync queues each field-level update (add, edit, and delete) into the tax software in real-time. Whereas, the traditional
Export TR
sends all the binder information to the tax software in one bulk operation.
Similarly, Import TR brings in all the information from the tax software in one bulk operation. Live Sync's
Compare TR
 feature allows you to check if an import is needed. Live Sync also fetches new information from the tax software into the
Per Tax Return
 column in Leadsheets when you
Recalculate
,
Force Calculate
, or open the
LEADS
 tab for the first time.
Why do I see the
Live Sync On Hold
 status?
Live Sync On Hold
 status appears if there is:
  • A service disruption
  • An internet connectivity issue
  • New information is added directly to the tax software
  • GoSystem Tax RS API token expired
To avoid the binder from being out of sync with the tax software, Live Sync is put on hold. To recalibrate and sync the binder and the tax software you may need to close and reopen the binder, then use
Export TR
 or
Import TR
 depending on the issue. Point to the
Live Sync On Hold
 status to see the action that needs to be taken. 
When does GoSystem Tax RS API token expire?
GoSystem Tax RS API token expires 90 days after being integrated with SurePrep. The API token can also expire before the 90 days if the user who created the token changes their GoSystem Tax RS login password.
What if I already made the changes in the tax software before opening the binder
Use
Import TR
 to import the new data and sync the changes with SPbinder.
How will I know if I or another user made changes directly in the tax software?
You can use
Compare TR
 to compare Leadsheet values with the tax software. Compare TR helps you save time by informing you if the Leadsheet information is in sync or if you need to complete an import (via
Import TR
).
Will leadsheets import new amounts automatically?
New amounts are automatically imported from the tax software when the
LEADS
 tab is activated for the first time. However, if you make any changes to the forms/fields after the initial tab activation, then you need to manually Recalculate or Force Recalculate leadsheets to import updated values that were synced to the tax software.
If information is added to the tax return (in the tax software), will that information carry back to SPbinder (to both ‘Per Tax Return’ column (in Leadsheets) and the applicable Forms fields), when no source document is present in which to connect with in the Forms fields?
Live Sync is a one-way sync from SPbinder to the tax software. Inputs made directly in the tax software will not automatically sync back to the binder. When you reopen the binder or click
Compare TR
, you will be alerted that some changes were made and you’ll need to do a traditional
Import TR
 to pull the updated numbers in the leadsheets. However, none of the input forms and fields will be updated.
The best practice is to always make entries in the binder so that the Live Sync feature can automate the export to tax software and import back into leadsheets without manual intervention in both, the tax software and SPbinder.

This article applies to:

  • Product: SurePrep
  • Sub Product: SPbinder

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