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Create a binder using client's TaxCaddy documents

Add documents to existing binders in TaxCaddy

If a binder is connected to a client profile, then you can add documents to an existing binder using TaxCaddy. You can also link a FileRoom binder to a TaxCaddy client profile then upload clients' documents to the binder using the
Add Documents
 feature.
You can also add documents to TaxCaddy binders from SPbinder and FileRoom.
Follow these steps to add documents to an existing binder using TaxCaddy:
  1. Sign in to TaxCaddy.
  2. Select on a client tile to view that client's profile.
  3. Select
    Documents
    , then select the
    Uploaded Documents
     tab.
  4. Icons on the document tiles indicate which documents have already been added to the binder and which documents to include or exclude from the binder. You can select the
    Document Flag
    icon to track which documents to include or exclude. However, changing a Document Flag to include/exclude in the binder doesn’t automatically upload the document to the binder.
    Icons
    Description
    Added to binder
    Document has already been added to the binder.
    Include in binder
    Document should be included in the SPbinder.
    Exclude from binder
    Document should be excluded from SPbinder.
    Cannot include in binder
    Document can't be included in the binder.
  5. Select
    ADD DOCUMENTS
    .
  6. Your browser downloads a PBFx file. Select the file to open the SurePrep submission screen.
    Add Document
     window will open.
  7. When the
    Add Document
     window appears, select the
    Select TaxCaddy Documents
     button under
    Select Source Documents
    .
    You may receive a notification on the
    Add Documents
     window if your previous documents are still in processing or require attention to continue. You can continue adding new documents, however, if an action is required then your new documents will only begin processing after you complete the requested action (that is, export existing data to tax software).
  8. On the
    Select TaxCaddy Documents
     window, select the checkbox to include the document in the binder. You can also clear the checkbox to exclude the document from being submitted to the binder.
    For convenience, documents marked with the
    Document Flag
     icon will be pre-selected by default.
    Documents that have already been added to the binder can't be added again. To view already submitted documents, select the
    Show already submitted documents
     checkbox.
    Documents that can't be added to the binder will have the
    CANNOT INCLUDE IN BINDER
     text in the
    FLAGS
     column.
  9. Select the
    Add
    button to continue.
  10. The selected client's documents are imported from TaxCaddy.
  11. You may skip this step if you are not using UltraTax CS. If you are using UltraTax CS binder without Leadsheets, you must search for the
    UltraTax CS Tax File
     path to successfully add new documents.
    Under the
    Enter Client Details
     section, locate the
    Client ID
     field. This Client ID will be used to search for
    UltraTax CS Tax File
     path. To search for a
    UltraTax CS Tax File
     path, select
    Search
    .
    When the
    Search UltraTax CS file
     window appears, enter the UltraTax CS Client ID, then select
    Search
    .
    Once Client ID is located, the
    UltraTax CS Tax File
     path will auto-populate with the correct path.
  12. You may skip this step if you are not using Lacerte. If you are using a Lacerte binder without Leadsheets, you must search for the
    Lacerte Tax File
     path to successfully add new documents.
    Under the
    Enter Client Details
     section, locate the
    Client ID
     field. This Client ID will be used to search for
    Lacerte Tax File
     path. To search for a
    Lacerte Tax File
     path, select
    Browse
    .
    When the
    Search Lacerte tax files
     window appears, select the Lacerte file with the same
    Client ID
    , then select
    Open
    .
    If you have the Lacerte Driver installed, you may see the
    Access Confirmation
     window minimized in the background. Maximize the
    Access Confirmation
     window then select
    Grant
    .
    On the
    Sign in
     window, enter your Lacerte sign in credentials, then select
    Sign In
    .
    Lacerte Tax File
     path will auto-populate with the correct path.
  13. Ensure that all information is correct then select
    Submit
    .

This article applies to:

  • Product: SurePrep
  • Sub Product: TaxCaddy
  • Subject: Documents

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