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Print in SPbinder

Export data to tax software

SPbinder lets you export binder information, leadsheets, and Tax Exempt Interest.

Types of Export

Binders with Leadsheets
Binders created with leadsheets have the following export options:
  • Export to Tax Software
  • Tax Exempt Interest
Binders without Leadsheets
Binders created without leadsheets have the following export options:
  • Export to Tax Software
  • Export Leadsheets to Excel
  • Tax Exempt Interest
Export to tax software
Lets you transfer all the referenced data from SPbinder to the tax software.
Follow these steps to export referenced data from SPbinder to the required tax software:
Go to
Binder
Export
Export to Tax Software
.
You can also select the
Export to Tax Software
 icon  on the SPbinder toolbar.
View details on how to export the data for specific tax software.
Export Leadsheets to Excel
Lets you export Leadsheets to an Excel file.
Go to
Binder
Export
Export Leadsheets to Excel
.
Export Leadsheets to Excel
 option is available for binders that are submitted without leadsheets.
In comparison, the
Export Leadsheets to Excel
 option isn't available for binders with leadsheets already generated in SPbinder.
You can also select the
Export Leadsheets to Excel
 icon on the SPbinder toolbar.
Alternatively, if you want to export leadsheets from FileRoom, go to the 
Options
 column, then select the picklist icon. From the dropdown menu, select
Leadsheets
.
Import tax return values in SurePrep along with Lleadsheets
Along with the leadsheets, you can also import tax return values to GoSystem Tax RS and ProSystem fx Tax software.
GoSystem Tax RS
The
Export to Leadsheets
 option in SPbinder lets you reconcile the amounts entered in the tax software and the leadsheets generated from a binder.
Follow these steps to export leadsheets to Excel for GoSystem Tax RS binders:
From the 
Binder
 menu, select
Export
, then
Export Leadsheets to Excel
.
You can also select the
Export Leadsheets to Excel
 icon on the SPbinder toolbar.
Importing Tax Return Values and Generating Leadsheets from GoSystem Tax RS
When the 
Leadsheet
 window appears, mark the
Import Tax Return Values
 checkbox. Select
Next
 to begin the Import TR Data process from GoSystem Tax RS.
The status on the progress bar reflects the status of the tax return values being imported from GoSystem Tax RS to SPbinder.
Once the process is completed, the Leadsheets with tax return values are generated as an Excel file. You can save the Leadsheets on your machine for future reference.
You can now reconcile and edit the values if required.
Generating Leadsheets without Importing Tax Return Values from GoSystem Tax RS:
If you don’t want to import the tax return values from the GoSystem Tax RS, clear the checkbox for
Import Tax Return Values
, then select
Next
.
Once the process is complete, Leadsheets without tax return values are generated as an Excel file. You can save the Leadsheets on your machine for future reference.
ProSystem fx Tax
The
Export to Leadsheets
 option in SPbinder lets you reconcile the amounts entered in the tax software and the leadsheets generated from a binder.
Follow these steps to export leadsheets to Excel for ProSystem fx Tax binders:
From the 
Binder
 menu, select
Export
, then
Export Leadsheets to Excel
.
You can also select the
Export Leadsheets to Excel
 icon on the SPbinder toolbar.
Importing Tax Return Values and Generating Leadsheets from ProSystem fx Tax
When the 
Leadsheet
 window appears, mark the
Import Tax Return Values
 checkbox. Select
Next
 to begin the Import TR Data process from ProSystem fx Tax.
Generating Leadsheets without Importing Tax Return Values from ProSystem fx Tax:
If you don’t want to import the tax return values from the ProSystem fx Tax, clear the checkbox for
Import Tax Return Values
, then select
Next
.
Once the process is completed, leadsheets with tax return values are generated as an Excel file. You can save the leadsheets on your machine for future reference.
You can also export leadsheets from the FileRoom. To do so, select the ProSystem fx Tax binder and from the
Options
 dropdown, then 
Leadsheets
.
Tax Exempt Interest
You can export the Tax Exempt Interest (TEI) details to Excel for binders with leads as well as for binders without leads.
Follow these steps to export Tax Exempt Interest: 
From the 
Binder
 menu, select
Export
, then
Tax Exempt Interest
.
You can also select the
Tax Exempt Interest
 icon on the SPbinder toolbar.
When the
Save As
 window appears, choose a location where you want to save the exported file, then select
Save
.
The generated TEI worksheet consists of 2 parts: Client Details and Tax Exempt Interest/Dividend.
Client Details:
  • Engagement ID
  • Taxpayer
  • Spouse
  • Filing Status
  • Tax Year
  • Resident State
Tax Exempt Interest/Dividend
:
  • Broker Name
  • Account Number
  • Description
  • 1099 Earning
  • Exempt Percentage
  • Exempt Amount
The total tax exempt amount is also calculated and displayed on the sheet.

This article applies to:

  • Product: SurePrep
  • Sub Product: SPbinder
  • Subject: Print
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