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Auto Export 1040SCANverify Onshore/Offshore binders
You can choose to auto-export 1040SCANverify binders to GoSystem Tax RS/CCH Axcess Tax after they’ve been verified from SurePrep. Once enabled, the data automatically exports to the tax software without manually selecting the option at the end of the Review Wizard.
note
To enable auto export, please contact SurePrep Support.
To auto-export, the binder must meet the following criteria:
- Firm Setting:Contact SurePrep Support to enable this option for your firm.
- Services:1040SCANverify Onshore/Offshore.
- Leadsheet types:
- FileRoom submission: None (Without Lead sheets) or Simplified Lead sheets binders only.
- API submission: All (Classic, Simplified, and None).
- Binder type:1040 or 1041.
- Tax software:GoSystem Tax RS or CCH Axcess tax software.
- Admin:Enable the option to skipAll Stepson the Review Wizard.
Go to
Admin
then Review Wizard
, scroll down to the Skip Selected Review Steps
section, then select the All Steps
checkbox.
note
In the New Form Review (NFR) step, SurePrep verifiers (1040SCANverify service) may leave some documents unmatched if a clear match can't be found. The unmatched form will be added as a new entity in the
INDEX TREE
tab in SPbinder. Additionally, if you have opted to automatically export data to the tax software, the exported data will appear as a new form in the tax software instead of populating the existing proforma form. To avoid this, we don't recommend skipping the NFR step or exporting the data automatically.Auto Export Binders using SurePrep API
If you are using SurePrep API to automatically export binders to the tax software, then follow these steps in addition to those above:
Go to
Admin
, API
, then Firm Defaults
.
Select the check box for
Automatically export the data to tax software on completion of verification process
.
Additional Notes:
- API binder submission auto-exports for all binder types (Classic, Simplified, and None).
- API Workflow Settings for auto-export override general FileRoom settings.
Summary
FileRoom submission
Service | Enabled by Default | Classic Leadsheets | Simplified Leadsheets | None (Without Leadsheets) | Tax Software |
|---|---|---|---|---|---|
1040SCANverify | No | No | Yes | Yes |
|
API submission
Service | Enabled by Default | Classic Leadsheets | Simplified Leadsheets | None (Without Leadsheets) | Tax Software |
|---|---|---|---|---|---|
1040SCANverify | No | Yes | Yes | Yes | CCH Axcess Tax |
This article applies to:
- PRODUCT: SurePrep