Live Sync Overview

Before you begin
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Enable Live Sync for your firm. When enabling Live Sync, you can specify if you would like to enable Live Sync for all firm binders or on a per-binder basis.
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Next, set up GoSystem Tax RS API integration with SurePrep. Once GoSystem's API is connected with SurePrep.
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Check out the requirements section to see if your binder qualifies for Live Sync.
Live Sync Overview









Live Sync Leadsheet Comparison


Auto-populate Leadsheet
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Open theLEADStab for the first time after opening the binder.
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UseRecalculateorForce Calculatein theLEADStab.
Requirements
Firm Settings
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Binder Type
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Leadsheets
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Services
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Tax Software
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Submitted from
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Additional information
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After adding additional documents to the binder (with OCR data), you must also use Export to Tax to reactivate Live Sync.
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Unlike traditionalExport to Tax, you can keep the tax return open while you are working in the binder. You will see the information sync to the tax return right after it updates in SPbinder.
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Live Sync does not replace the traditional bulkExport to TaxorImport TR. Live sync complements it for seamless workflow with little to no interruptions.
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Your firm has the option to keep Live Sync enabled for all binders by default (firm-level option) or allow users at the firm to enable Live Sync when desired (binder-level option).
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If Live Sync is active but certain fields are not syncing then the field may be part of a (fields) group that will only begin syncing after the remaining fields have been provided (for example, city, state, ZIP Code). Alternatively, the field may not be supported for Live Sync.
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Live Sync Setup
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Live Sync Overview
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Live Sync statuses and notifications
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Enable/Disable Live Sync
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Live Sync Compare TR & Auto-populate Leadsheet
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Live Sync FAQ