This article applies to:

Check the status of source documents submitted for TaxSort processing in GoFileRoom

Follow these steps to check the status of source documents submitted for TaxSort processing.

In GoFileRoom, select Reports
, then Document Tracking
.

If necessary, select the appropriate drawer from the Drawers
dropdown.

Select TaxSort Doc
from the Status
dropdown.

Select Search
.

The Document Tracking report lists all documents that have been sent for TaxSort processing.

GoFileRoom locks documents during TaxSort processing, as indicated by Locked PDF icon

. Processing typically takes a few minutes, but can take up to 3 hours.