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Integration with GoFileRoom

Access 2050 DreamWorkpapers/Tax Return Draft

For in-house binders, 2050 DreamWorkpapers can be viewed from FileRoom or GoFileRoom. For outsource binders, they can be viewed only from FileRoom. They won't be uploaded to GoFileRoom.
In-house binders
Outsource binders

In-house binders

  1. Once the binder has been completed from SurePrep and submitted back to GoFileRoom, open the GoFileRoom dashboard.
  2. Locate the binder, then select the Sureprep icon SurePrep icon
  3. Select
    Send For Print
     in 
    SPbinder
    . The
    Print Setup
     window opens. Select from the following options:
    • Bookmarks with markups
      • Leadsheets
      • Notes
      • Review Status Summary Sheet
      • 2055 Dream Workpaper .xls
    • Document Sequence: Use the up and down arrows to make your selection
    • Bookmarks only
      • Notes
    Select
    Print
     when you're done.
    note
    An estimated print time with show at the top of the
    Print Setup
     window.
    Print Setup window
  4. Select 
    Documents
     in GoFileRoom, locate the document with 
    Dream Workpapers
     under 
    Document Type
    , then select the document.
    note
    When binders are created from GoFileRoom, printing the SPbinder PDF/DreamWorkpaper on the SurePrep server will automatically upload the PDF to GoFileRoom on the
    Documents
     tab. The printed SPbinder PDF/DreamWorkpapers will appear as
    DREAMWORKPAPERS
     on the
    Document Type
     column, irrespective of service, binder type, and Leads type.
  5. You'll now see the 2050 DreamWorkpapers.
Alternatively, you can also view the DreamWorkpapers from FileRoom.
  1. Sign into 
    FileRoom
    .
  2. Locate the desired binder, hover over 
    Options
    , select the 
    down caret
    , then select 
    File
    .
  3. Select 
    2000 Tax Workpapers
     on the left, and then select the 
    2050 DreamWorkpapers
     link under 
    2000 Tax Workpapers
     on the right.

Outsource binders

For outsource binders, the printed DreamWorkpapers can be accessed from FileRoom but won’t be uploaded to GoFileRoom.
  1. Sign into
    FileRoom
    .
  2. Locate the desired binder, hover over 
    Options
    , select the
    down caret
    , then select 
    File
    .
  3. Select 
    3000 Copy of Tax Returns
     to access the tax return draft.

This article applies to:

  • Product: SurePrep
  • Subject: Integration

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