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FileRoom Binders

Processing options

When creating a new binder, the
PROCESSING OPTIONS
 tab has additional settings that let you customize how the binder processes.
  • Review Wizard
    settings control how the current binder's verification should be completed and sent to the binder.
    • Skip the verification steps.
    • Organize pages under a certain section in the binder.
  • Tax Return
     settings impact how the tax return is captured and processed:
    • Should organizer pages be captured?
    • How to handle capital gains/losses - capture a summary or individual transactions.
    • Should foreign income be exported?
Select PROCESSING OPTIONS then Review Wizard
note
  • Modifying the
    PROCESSING OPTIONS
     tab is not required. All options are preset based on the default firm-level settings saved in
    Account Admin
    .
  • The
    PROCESSING OPTIONS
     tab isn't available for binders using the SPbinder service type because that service type doesn't export data to the tax application.

Review Wizard

The settings under 
Review Wizard
 will default to those set in
Admin
, then
Review Wizard
. Any changes you make here will only apply to this binder.
Default Review Wizard settings
The
Review Wizard
 tab lets you customize the binder verification process by updating the following sections:
  • Skip Selected Review Steps
    :
    Select which Review Wizard steps should be excluded from verification.
    Example: If you want the verifiers to skip the
    New Form Review
     (that is, NFR) step, select the checkbox to skip to the next step.
  • Indexing Options
    :
    Select how documents are organized SPbinder.
  • Verification
    :
    Select how unidentified pages are handled.
Skip Selected Review Steps, Indexing Options, and Verification sections
View a detailed explanation in the Review Wizard section of Admin.

Tax Return

The settings under 
Tax Return
 will use the default settings saved in
Admin
, then
Tax Return
. Any changes you make here will only apply to this binder.
Default Tax Returns settings
The
Tax Return
 tab lets you customize your tax return preparation by updating the following sections:
  • Organizer Pages:
    Select if you want to capture data from organizer pages.
  • Schedule D
    :
    Export capital gain and loss transactions according to your preferred settings.
  • Tax Exempt Income
    :
    Determine if tax-exempt income should be state taxable
  • Foreign Tax Credit
    :
    Only export foreign income if foreign taxes exceed the IRS limit or always export foreign income.
  • Case Format
    :
    Select letter casing (Original document, all caps, title case).
Organizer Pages, Schedule D, Tax Exempt Income, and Foreign Tax Credit sections

This article applies to:

  • PRODUCT: SurePrep

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