Create new binder

Sign in to SurePrep FileRoom using your
Firm ID
,
Username
, and
Password
.

If the menu doesn't say
FileRoom
, point to the menu then select
FileRoom
.
If 
FileRoom
is already visible, you can skip to the next step.

Point to the
Create New Binder
dropdown icon, point to your binder type, and then select on your service.

Your browser downloads a PBFx file. This could be displayed differently depending on your specific browser. Select the file to open the SurePrep submission screen.

Alternatively, you may see a window prompting you to download the file. This will also look different depending on your browser. Download the file then open the file.
You may have to wait a few minutes for SurePrep to update. The
SurePrep Updates
window will tell you the progress of the update process. Once this step is complete, the
Create New Binder
window will open automatically.
note
The initial download may take some time when you create a binder for the 1st time on your computer.

Under
Select Binder Options
, you may see the
7216 Consent Received?
option if your firm enabled this feature. 7216 requires that tax preparers receive taxpayer consent before disclosing taxpayer information to third-party individuals.
Select
Yes
if you have received consent from the client.
Select
No
if you haven’t received consent from the client.
If you don’t see the
7216 Consent Received?
option, then skip to the next step.
Confirm with your manager if 7216 consent has been granted for the specific client.
Review more information on setting 7216 consent when creating binders.

note
Selecting 7216 Consent as
No
will prevent users assigned with 7216 access restrictions from accessing the binder. Additionally, you won’t be able to select 7216 restricted users as Owners or Assigned Members.
Fill out the new binder information by choosing the following options:

Create new binder section	Description
Select Binder Options	Apply the settings to your client's binder. For example, you can decide which firm user will be in charge of the client (that is, the Owner ), and to which office location the client belongs. Review the selected options carefully, some options can't be changed once the binder is submitted (for example, Leadsheets ).
Select Binder Template	Select a template name to select a template that matches the tax return. Make sure you have the correct template selected by looking at the TAX YEAR and TAX application columns.
Select Source Documents	Select Browse to select the source documents that you want to upload to your client's binder. For example, this can be a PDF of your client's tax documents.
Select... return (for example, Select “tax application name” return)	This section may vary based on your tax application. You may either need to enter a Tax Client ID or select your client's tax file. tip Rename the 1st PDF the same as your Tax Client ID in the tax application. Example, if Tom Taxpayer's tax client ID in the tax application is '123“, then the first source document should be named '123.PDF”. If the name of the 1st selected source document matches the return (Tax Client ID), then the Return ID and SP Client ID fields will automatically populate based on the source document name. Saving you time from manually entering the remaining information.
Enter Client Details	Your client's information will be populated here after you complete the previous step of selecting the tax return.
Once all the information is complete, select
Submit
.

Additional notes

You can only create binders for the
current tax year and the previous two tax years
. This applies to all template types, including SurePrep predefined templates and custom templates created by your firm. Templates from earlier tax years (beyond the previous two years) are unsupported and will be deleted—they cannot be used to submit binders.
The units remaining for the selected service are displayed on the
Create New Binder
window.

Under
Select Binder Template
, to view a 
Tax application
template, you must first connect/integrate the tax application with SurePrep. Once connected, you can select your tax application template based on the tax years that is currently available.

Firms using GoSystem Tax RS: If you see a
Locator in Use
notification, close GoSystem Tax RS and try again.

What's next?