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Basic information

Select source documents

The
Select Source Documents
 section lets you select the source documents that you want to upload to your client's binder.
Select Source Documents section
Select
Browse
 to locate your documents.
Select Browse
Select
Open
. Source documents can be:
  • PDF
  • TIFF
  • MSG/EML (Outlook only)
  • XML
  • Word
  • Excel
note
Excel files with hidden sheets are not supported. Delete the hidden sheets from the Excel files before uploading the files, make the hidden sheets visible before uploading the files, or don’t upload those files.
Select the document to upload
note
To auto-populate the
Tax Client ID
 and
SP Client ID
 fields, we recommend that the 1st source document you attach has the same file name as the name of the tax file/Tax Client ID. For example, if the tax Client ID of John and Mary Smith is
DEMO
, then the name of the 1st source document file should be
DEMO.pdf
.
Once you select
Open
, the selected file will be attached in the
Select Source Documents
 section. You can select
Browse
 again and add multiple source documents if required.
Selected documents appearing in the Select Source Documents section
The document path last browsed will be remembered for the next submission.
Select
Open
 to open and view the attached source document.
Select 
Delete
 to delete the attached source document.
OCR checkbox
Optical Character Recognition (OCR) application scans documents for letters, numbers, and other symbols and then converts them into usable data. It extracts information from tax documents and exports the data directly to your tax application.
Selected OCR Checkboxes
For most binders, there will be an OCR checkbox, but custom binders won’t have the OCR column. By default, OCR will be selected for PDF and TIFF documents. This isn't available for Word, Excel, or EML files.
Deselect the OCR checkbox as necessary
The number of pages in the document will be indicated under 
Pages
. The path to the source document will be listed under 
Source Documents
.
Page number for each source document
If you want to keep user comments in your Excel XSLX file, select the
Convert all Excel files to .xls format
 checkbox to convert, save, and upload all Excel XSLX files as XLS files. 
Select the "Convert all Excel files to .xls format" checkbox
Comments in your Excel XSLX file are not supported in SPbinder. Converting the Excel file to an earlier version of Excel XLS format lets you retain comments. However, this feature may cause you to lose some functionality like:
You can download DreamWorkpapers to the same location where the original source documents were stored. To download DreamWorkpapers, select the
Use same path for download
 checkbox.
Select the "Use same path for download" as necessary
If you're submitting a custom binder,
Use same path for download
 checkbox is not available. Your selection will be remembered for future submissions.
"Use same path for download" checkbox is not selectable
Clear the checkbox if you want the completed DreamWorkpapers for this binder to download to the path set up in
Admin
Account Setup
Document Path Setup
SurePrep Download Folder
.
If you want to delete the source documents from their original paths once the binder has been submitted, select the
Delete Source Documents
 checkbox.
Select the "Delete Source Documents" checkbox
note
The selection you make for
Delete Source Documents
 checkbox behavior differs by binder type:
  • Binders with Leadsheets (Classic or Simplified):
     Your selection is automatically saved for future document additions.
    Whichever selection you make will also be applied to the drag-and-drop feature in SPbinder. Coming soon, after the November 2025 release, the drag-and-drop feature will function independently and will not delete documents when they are added via drag-and-drop.
  • Binders without Leadsheet (None):
     You must manually select the checkbox each time you want to use this feature.

Supported Documents Types

List of supported file types (Format)
Resolution validation
PDF
300 dpi
TIFF/TIF
300 dpi
Excel (XLS/XLSX/XLSM)
N/A
Document File (DOCX)
N/A
Email message (MSG/EML)
N/A
XML
N/A
When uploading a TIFF or TIF format file, the document's horizontal and vertical resolution must be scanned and saved as 300 dpi.
Horizontal and Vertical resolution

This article applies to:

  • PRODUCT: SurePrep

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