Skip to main content

Solutions

Products

Recommended products

Questions? We are here to help.
Contact us

Purchase

Questions? We are here to help.

Resources

1040SCAN

Additional Outsource Options

Additional Outsource Options
allows you to set defaults for various tax preparation policies that you would like SurePrep to follow while processing your outsourced returns. Follow these steps to configure Additional Outsource Options. 
  1. Go to
    FileRoom
     >
    Admin
     >
    Tax Return
    .
    Select Admin, then TAX RETURN.
  2. On the location dropdown, select the office location. The tax return option changes will apply to the selected office location.
    note
    When selecting tax return options, if no office location is selected then the blank location (first option) settings will be used by default. Any new office location added will inherit the blank location settings.
  3. Select
    Additional Outsource Options
    .
    Select Additional Outsource Options.
  4. Select either
    1040
     or
    1041
    .
    Select either 1040 or 1041 tax return.
  5. The tax preparation policies of SurePrep for both 1040 and 1041 returns appear under various headings. The default tax preparation policies will be selected. You can select a radio option to change the setting for each policy. Review all selections and make changes as needed.
    Radio button options for outsource
  6. The options you select in
    Additional Outsource Options
     will enable SurePrep staff to prepare your firm's returns accurately per your firm's policies.

Deprecated

On the
Additional Outsource Options
 tab, the
States
 and
Non Resident state returns
 outsource options are only applicable for tax year 2018 and earlier.
Deprecated states and non state tax returns.
To setup outsource options for State K-1s, go to
FileRoom
,
Admin
,
Tax Return
, then
State K-1
.

This article applies to:

  • PRODUCT: SurePrep

Related Content

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close