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Integration with GoFileRoom

Create folders, add documents, and link binders

Verify workflow type

Before you can create folders and add documents, you'll need to verify workflow type:
  1. Select
    My Work
     then go to the Client Name column.
  2. Select the folder of the client you need. The client name will display with last name followed by first name.
  3. On the Tax Folder screen, go to the
    Workflow
     dropdown and make sure it's set to
    SurePrep Tax Return
    .
    If the workflow isn't set to
    SurePrep Tax Return
    , change it to
    SurePrep Tax Return
     before proceeding. Change the route to self and update.

Create a folder and add documents

  1. In 
    GoFileRoom
    , select 
    My Work
    .
  2. Select 
    Options
     then
    Create New Folder
    .
  3. Select the service type, then select 
    OK
     on the 
    Create New FirmFlow Folder
     window.
  4. In 
    TAX FOLDER
     enter the following details then select 
    OK
    .
    • Client Name
    • Client Number
    • Engagements
    • PIC
    • Year
    • Period End
    • Workflow
    • Description
    • Due Date
    • Assigned To
    • Step
    • Routing Date
    • Status
  5. A confirmation window opens that says "Your folder has been created." Select 
    OK
    .
  6. On the 
    Documents
     tab, select 
    Options
     then
    Add
    . This will allow you to add GFR documents to be submitted to SurePrep for processing.
  7. Go to the
    Indexes
     section and enter the information for the following:
    • Client Name
    • Client Number
    • File Selection
    • Document Type: Must be
      SurePrep Source Documents
    • Description: Enter a description to make it easier to identify documents in the
      Create New Binder
       window.
    • Year
    • Period End
    • Document Date
    Select
    Browse
     when you're done.
  8. On the 
    Upload a Document
     window, select 
    Browse
    . Select the documents to upload then select 
    OK
    .
  9. The files will now upload. You might get a screen that indicates the files are uploading.
  10. After the documents have been uploaded, select the back arrow  to return to 
    Tax Folder
    .
  11. Select
    SurePrep
     to create a new binder and submit the added documents.
  12. Open the PBFX file.
  13. The
    GoFileRoom Firm and Service Selection
     window will open. Make the selections you need in the
    Select Firm ID
    , 
    Select Binder Type
    , and 
    Select Service Type
     dropdowns.
  14. To create a new binder, select
    Create Binder
    . The SurePrep Create New Binder window will open.
  15. To link to an existing binder, select 
    Link Binder
    .
  16. The 
    Link Binder
     window opens. Enter the
    SP Client ID
    ,
    Client Name
    ,
    Binder ID
    ,
    Tax Client ID
    ,
    Service
    ,
    Tax Software
    ,
    Tax Year,
     or
    PSProject
     of the binder in the search box. You'll need to include at least 3 characters.
    Use the dropdown to specify the column where the search should be performed, then select
    Go
    .
    The binders matching the search criteria will be displayed. You can also use the filter option for each column to further filter the specific binder.
    Select the binder row to select it, and then select 
    Link
    .
  17. he
    Link Binder
     window will appear once the binder has been linked. The binder
    Status
     will be on the bottom left of the window. To open the binder, select
    Open Binder
    .
  18. The status of the linked binder will be displayed in the
    Tax Folder
     window. You can now open the linked binder from GoFileRoom.

This article applies to:

  • Product: SurePrep
  • Subject: Integration
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