Binder Template Setup

Binder Template Setup

Select the
New Template
button. A blank row will be added.
Enter the required fields marked with a red line .
Details for each column:
Template Name:
Enter the Template name here.
note
The binder
Template Name
should be unique. No 2 templates with the same name can be created.
Binder Type:
Choose the binder type from the dropdown.
note
Apart from the predefined binder types, the dropdown will also include the binder types added through the
Custom Binder Type
tab.
Tax year:
Select the proper tax year from the dropdown.
Required Index numbers:
If you require an index number with an index name, select
Yes
from the
Require index numbers
dropdown.
Mapping:
Once you save the new template, this column will display a link.
Select here to know more about mapping.
note
You can't do mapping for a custom binder. Hence, this column displays
N/A
(Not Applicable) when the binder type selected is Custom binder.
Status:
Select the status from this column as
Enabled
/
Disabled
. If the status is
Enabled
, only then the binder template will be displayed in the
Create New Binder
window.
Select the
Save
icon to save the details. Select the
Cancel
icon to close without saving any changes.
Created By
and
Created On
fields will be auto-populated.
note
If a required field is not completed before you select the
Save
icon , a reminder message will appear after the required field.

Once you select the
Save
icon , the new binder template will be added to the
Binder Template Setup
table.
note
If you don’t see your template added to the table, select the next page
>
button to view the rest of the table.

Select the existing template you want to copy and select the
Copy
icon.

note
Before using this template to create a new binder, select the Mapping link and ensure that the mapping is done properly. The
Template Name
,
Tax Year
, and
Status
column will be auto-populated and defaulted to the original binder. You may change the selection as required.
Change the
Template Name
to a new name.
Binder Type
and the
Require Index Numbers
column will be auto-populated and uneditable.

Select the
ave
icon to save the details.
The created binder template will be added to the
Binder Template Setup
table.
note
This screen will only let you customize the engagement types. SurePrep-defined templates will be available in
FileRoom
,
Create New Binder
window.

To open a custom binder template, select the

Open

icon under the

Options

column. This will download a SPbinder file from your browser.

To delete a binder template, select the

Delete

icon .

Use the search field to search for data. The search functionality applies to the following columns under the

Custom Binder Type

tab:

Template Name
Binder Type
Tax Year
Mapping

Automatic Workpaper Number Generation in SPbinder

Open the template file in SPbinder. On the Index/Review Tree, select the picklist icon adjacent to the
Add Index
icon. Select
Add Index section
.

In the
Add Index Section
window, enter
Section #
and
Section Name

.
note
Fields that are marked with a red line are required. Attempting to save the binder type without filling in the required field will display a notification messages.
The
Account Index Section
window will only display the
Section Name
field if the binder template doesn’t have the
Require Index Numbers
enabled in the
Account Admin
.

Define the Automatic Workpaper Number Generation order.
First Index #:
Enter the 1st index number that you want to assign to your first workpaper.
Increment Index#
: Enter the number by which you want to increment the index number of each subsequently added workpaper.

The
Result
at the bottom of the window displays the index number preview for the 1st increment.
Select
Save
to create an index in the Index tree.
When you add a workpaper to this Index section, the
Add Workpaper
window appears. The 1st
Workpaper#
is auto-populated according to the
First Index#
.

Select
Save
to index the workpaper.
For the subsequent workpapers indexed to the same Index section, the workpaper number will increment in the order defined in the
Add Index Section
window.

Each document indexed under this workpaper will be suffixed by the order in which it was scanned.
For example:
If it is the 1st document that you are indexing under the workpaper, then the workpaper number will be suffixed by '1'. And, if it is the 2nd document that you are indexing then the workpaper number will be suffixed by '2'.

Mapping

To set up
Mapping
, select
None
.

The
Mapping
window will appear.

From the
Tax Software
dropdown, select the required tax application.

The Standard tree for the selected tax application will be displayed in the side panel.

Select required indexes from the
SurePrep Standard Tree
panel and then select a required index folder from the
Index Tree
panel to which you want to add indexes. Select the
Add
icon.

Once the selected Indexes are added in the Index tree, select
Save
.

The indexes added in the template will apply to all the binders which are created using this template.

Manage Pre-defined Workpaper

Once the binder template is open, to add/edit/delete predefined workpapers, select the
Manage Predefined Workpaper
icon.

Manage Predefined Workpaper Names
window will appear. To add a predefined workpaper, select
Add Predefined Workpaper Names
.

A blank field will be added. Required fields are indicated with a line.

Enter
Workpaper Name
and
Description
.

On index
Sections,
select the dropdown to display the current Index tree structure. Drag and pull the expand icon to resize the window. Select the expand icon to further expand and view the folders in the Index tree.

note
The
Sections
dropdown options only show the current Index tree structure. Mapping Index from the
Account Admin
won’t be included as options.
Check the box next to the folders you want the workpaper to be available in. The selected workpaper names will be displayed in the Index section field.

By default, the added workpaper status will be
Enabled
. Select the
Save
icon to save the entered details. Select the
Close
icon to close without saving any changes.
On saving the workpaper details, it will be displayed in the window.

To edit predefined workpapers, select the
edit
icon to enable the field and make the necessary changes.
note
You don’t have to edit the field to
Enable
/
Disable workpaper
. You can select the Status link and change the status. This change will be auto-saved by the system. The current system will be displayed in bold.
Select the
Delete
icon to permanently delete a field from the
Manage Predefined Workpapers Names
window. A confirmation window will be displayed for the same.

Select
Yes
to permanently delete the predefined workpaper. Select
No
to close the window without saving any changes.

The changes made
Manage Predefined Workpaper Name
window will be reflected in the
Add Workpaper
window when any document is moved to those sections in the Index tree.

When you try to index any Workpaper into the sections defined in the
Manage Predefined Workpaper Names
(in this instance for workpaper Name Checklist – CPA Instructions and Client Organizer) the Checklist workpaper will be available in the
Available Predefined Workpapers
panel in the
Add Workpaper
window.

note
This predefined Checklist Workpaper will only be available for CPA Instructions and Client Organizer sections. This predefined workpaper won’t be available for any other sections in the Index tree.
Roll forward
the workpaper if you will be copying the current binder template again in the next year and want the workpaper to be available. Workpapers that are not marked for
Roll Forward
won’t be available when you copy this template to make a new one.
To filter the information in the
Workpaper Name
and
Description
columns, select the
Filter
icon. Select the
Close
icon to close the
Manage Predefined Workpapers Names
window.