About batch automation
Batch facilitates the compliance process by allowing you to automate several processes. With Batch you can create a template including one or multiple entities and processes.
Creating a batch template consists of 3 areas of selections: binders, processes, and options.
Once a binder's selected, available entities you want to include in the batch template are selected.
These processes are available for inclusion in a batch template:
- Compute
- Binder prepayments
- Transfer
- Print
- E-file
- Tax Returns Export
- Tax Due Report
These are options available for inclusion in a batch template:
- State option to include all states or a selection of states. Default is All States.
- Compute option to Force Zero Locations.
- Transfer options to transfer Organizer and or Tax Information and include Date Filed on the tax returns.
- Only applies if Transfer process is selected.
- If Transfer process is selected, default is Organizer and Tax Information options selected.
- Print Option to include Digital Signatures on printed returns.
- Only applies if Print process is selected.
- If Digital Signatures is selected, Taxpayer Agent and or Paid Preparer must have already been set up with signature files saved and assigned to tax returns.
- Tax Returns Export Template.
- Only applies if Tax Returns Export process is selected.
- If Tax Returns Export process is selected, a tax returns export template must be selected.
- E-file Jurisdictions Option to include all states or a selection of states and all locals or a selection of locals.
- Only applies if E-file process is selected.
- If E-file process is selected, default is All States and All Locals.