Optional information
The
OPTIONAL INFORMATION
tab is not mandatory but contains additional information you can set under Other Information
and Password Protection
.
Other Information
Under
Other Information,
you can set Client Engagement ID
, Client Due Date
, Estimated Complexity
, and Budgeted Hours
.
Field | Description |
|---|---|
Client Engagement ID | This is another ID number that you can use to track returns. |
Client Due Date | This is a due date that you can set to track your own workflow in FileRoom. This is not the due date you set for SurePrep. |
Estimated Complexity | This is the level of complexity of the return from A to D in increasing order of difficulty. |
Budgeted Hours | This is the estimated number of hours for the preparation of the return. |
Password Protection
Under
Password Protection
, you can limit access to a binder by setting a password on the binder in FileRoom.
To enable password protection, select the
Do you want this binder to be Password Protected?
checkbox.
Once the
Password
field is enabled, enter the password you want to use. The password is restricted to 12 characters. As you type in the field, the password strength will be indicated next to the field.
Confirm Password
: Re-enter the same password in this field. 
If the
Password
and Confirm Password
fields don't match, you'll receive an error message and the Submit
button won’t be available. You can either enter the matching password for both fields or remove the password protection by clearing the checkbox.
Once a password is set up, you'll be prompted to enter the password when:
- Opening the binder.
- Deleting the binder
- Exporting the binder
- Printing the binder (DreamWorkpapers or SPBinder PDF)
- Opening theFilewindow from FileRoom
GoSystem Tax RS
For GoSystem returns:
On the
BASIC INFORMATION
tab, if you entered the GoSystem locator password under Select GoSystem Tax RS return
and checked Do you want this binder to be Password Protected?
, then Use same as Locator Password
is checked automatically, and the locator password is populated automatically in Password
.
If you don't want to use the same password, select
Use same as Locator Password
to clear the checkbox and the field will disappear.CCH Axcess Tax
For CCH Axcess Tax returns:
On the
BASIC INFORMATION
tab, if you entered the CCH Axcess client number password under Select CCH Axcess Tax return
and checked Do you want this binder to be Password Protected?
, then Use same as Client Number Password?
is checked automatically and the client number password is populated automatically in Password
.
Related Content
-
Create new binder
Format:
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