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This article applies to:

  • Product: SurePrep

Add a document in the FileRoom File window

  1. Go to the binder where you want to add a document in
    FileRoom
    .
  2. Go to the
    OPTIONS
     column, then select the
    Picklist
    icon Picklist icon on that binder.
    Select the Picklist icon
  3. Select
    File
    from the dropdown menu.
    Select File
  4. In the
    File
     window, select the folder where you want to add the document.
    2000 Tax Workpapers folder
  5. Select
    New Document
    .
    Select New Document
  6. In the
    Add Documents
     window, select
    Choose File
    .
    Select Choose File
  7. Enter the following information.
    • Enter a description of the document in
      Description
      .
    • Enter a comment in
      Comment
      .
    • Enter a tracking number in
      Tracking #
      .
    Description, Comment, and Tracking # fields
  8. If the document is private, mark the
    Private
     checkbox.
    Private checkbox
  9. Select
    Upload
    .
    Select Upload
3000 Copy of Tax Return
: This folder contains the completed copy of the tax return in Adobe Acrobat PDF Format if the return is prepared by SurePrep.
4000 Tax Software Files Prepared by SP
 This folder will contain the completed tax application file (except for GoSystem Tax RS) only if the return is prepared by SurePrep.

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