Working with Account Binders
Binders include the available tax documents and the tracking information for a trust or account. Depending on the user rights granted to you by the tax department supervisor, you may see the following topics in the Topics Panel when you access the Binder page:
- Tracking-This topic is available if you have the user right to view status and milestones granted to you.
- Documents-This topic is available if you have the user right to view tax returns, recipient or beneficiary letters, or tax worksheets.
Opening an Account Binder
You can open an account binder using the Home page, a register that displays account numbers, or the
Open Account
field in the Main Navigation Area.Using the Home Page
To open an account binder using the Home page, select
HOME
then the Account Number
link in the grid under the Recently Opened Accounts
collapsible section. Using a Register
To open an account binder from a register that displays account numbers, select the
Account Number
link in the Account
column. Using the Open Account Field
To open a binder using the
Open Account
field in the Main Navigation Area, enter the full account number in the Open Account
field then press ENTER.Viewing Tracking Information
The
Tracking
topic in an account binder shows you current status and milestone information as updated by the tax department. The details associated with the Tracking
topic display when you open an account binder.On the Tracking page, account (or federal return) status and milestone information is included under the
Account Tracking
collapsible section, recipient status information is included under the Recipient Tracking
collapsible section and state status information is under the State Tracking
collapsible section. If multiple federal return types are processed for an account, you can select the return type from the Type of return
drop-down list under the Status and Milestones
collapsible section.Downloading and Viewing Print Files
The
Documents
topic in an account binder includes the available print files for an account for a specific tax year. To access the Documents
topic, open an account binder then select Documents
in the Topic Panel. The print files for the tax year shown in the Menu Bar's drop-down list display by default when you access the Documents
topic. If you need to access print files for a different year, select Plus sign
for the tax year.To download and view a print file, select the print file link in the
Recipient
column. The download process begins. One of the following occurs, depending on how your Internet browser is configured:- If your browser is not configured for automatic downloads, you are asked to save the file. After saving the file, use a file compression utility (such as WinZip) before opening the register in a spreadsheet program.
- If your browser is configured for automatic downloads, the downloaded file is available in your browser's Download tray after the download process completes. Select the file to open it.