Skip to main content

Solutions

Products

Recommended products

Questions? We are here to help.
Contact us

Purchase

Questions? We are here to help.

Resources

Processing options

Capturing data from organizer pages

When creating a binder, you can choose whether or not to capture data from organizer pages. You can also choose if you want to show organizer pages in the review wizard.
note
This option doesn’t apply to 1041 binders.
Follow these steps to select organizer page options: 
  1. Initiate creating a new binder.
  2. On the
    Create New Binder
     window, select the
    Processing Options
     tab.
    PROCESSING OPTIONS settings
  3. Select
    Tax Return
    .
    Select Tax Return
  4. Locate the
    Organizer Pages
    section.
    Organizer Pages section
  5. Under
    Capture data from the organizer page(s)
    , select one of the following:
    • All
      : Select this option to capture data from all the organizer pages uploaded in the return.
    • None
      : Select this option if you want to bookmark the organizer pages only and don’t want to capture any data from them.
    Select the amount of organizer pages to process
  6. If you selected
    None
    , then you can select the
    Show all organizer page(s) in the Review Wizard
    checkbox if you want all the organizer pages to be displayed in the review wizard.
    "Show all organizer page(s) in the Review Wizard" checkbox
    If you opted not to capture data from the organizer pages and chose not to show organizer pages in the review wizard (by selecting the
    None
     option and clearing the
    Show all organizer page(s) in the Review Wizard
     checkbox), the single entity organizer pages (like Schedule C, Schedule E, Schedule F, Consolidated statements) will still appear in the Verification wizard and the identifier fields in it will be available for verification.
    Clear the "Show all organizer page(s) in the Review Wizard" checkbox
In Step 2: Verification wizard, only single entity organizer pages will be displayed. These pages only have the identifier fields available for verification.
note
The single entity organizer pages that match proforma won't appear in the Verification wizard.
Single page in Step 2: Verification of Review Wizard
If you opted not to capture data from the organizer page but did choose to show the organizer pages in the review wizard (by selecting the 
None
 option and marking the 
Show all organizer page(s) in the Review Wizard
 checkbox), the identifier fields from single entity organizer pages (like Schedule C, Schedule E, Schedule F, Consolidated statements) will be available for verification.
Select the "Show all organizer page(s) in the Review Wizard" checkbox
All organizer pages will be displayed, but only identifier fields from single entity organizer pages will be available for verification.
Single entity organizer page
In multi-entity organizers, identifier fields are not available for verification.
Identifier fields unavailable for verification
note
For 1040SCAN ORGANIZE binders, identifier fields from single entity organizer pages will appear in the primary verification wizard.
By default, these settings will match those chosen in 
Admin
Tax Return
Organizer Page(s)
. You can make changes here for this particular return. These settings will override the ones made in 
Admin
.
View detailed explanation on Organizer Page(s).

This article applies to:

  • PRODUCT: SurePrep

Related Content

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close