Office manager or Tax department manager set up
- In FirmFlow, selectMy Work,Options,Create new Folder, or go to an existing FirmFlow Folder and add a new workflow.
- When setting up the new SurePrep Tax Return workflow, enter usernames for theResponsiblefield for stepsSurePrepandPreparation.note
- For the Responsible fields, you can enter either a username or a pool name.
- There can only be oneSurePrep Tax Returnworkflow per FirmFlow folder.
- If you add moreSurePrep Tax Returnworkflows to the same FirmFlow folder, the integration will not work.
- Creating Barcodes in the FirmFlow folder:
- If there are going to be more than 1 set of source documents submitted to SurePrep, use the Description field to identify primary and subsequent document submissions.
