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This article applies to:

  • Product: SurePrep
  • Sub-Product: SPbinder

Live Sync FAQ

General questions for all users

  • What is Live Sync?
    Live Sync automatically synchronizes information from SPbinder into the tax software in real-time. When you update (add, edit, delete) a field value in SPbinder, the information will sync directly to the tax software without requiring a manual export each time.
  • How do I start using Live Sync?
    You are working with a 1040 & 1041 binder type with Classic and Simplified Leadsheets. Open binder, then complete "
    Export to Tax Software
    " for the first time. When the status changes to
    Live Sync Ready
     you can start working.
  • What do the status indicators mean for Live Sync feature?
    Live Sync has five main statuses (Inactive, Ready, In Progress, Active, and On Hold) that indicate whether the feature needs activation, is monitoring changes, is syncing updates, or requires troubleshooting. Visit the Live Sync statuses article for full details on each status and required actions.
  • Should I make changes in SPbinder or tax software?
    Always make changes in SPbinder to ensure proper synchronization if you are using Classic Leadsheets. In case of Simplified Leadsheets, entries made in Organizer screen in tax software do not sync back to SPbinder, but tax software Output values sync to SPbinder Leadsheets -
    Per Tax Return
     column.
  • Can I enable/disable Live Sync per binder?
    Depending on firm settings whether to enable Live Sync to All Binder or Binder by Binder basis, use FileRoom OPTIONS menu or SPbinder Quick Access Toolbar.
  • Can I work while sync is "In Progress"?
    Yes, continue working. New updates get queued automatically.
  • What should I do when adding new documents?
    After adding documents with OCR data, use Export to Tax to reactivate Live Sync.
  • Why do I see the
    Live Sync On Hold
     status?
    The
    Live Sync On Hold
     status appears if there is:
    • A service disruption
    • An internet connectivity issue
    • New information is added directly to the tax software
    • GoSystem Tax RS API token expired
    To avoid the binder from being out of sync with the tax software, Live Sync is put on hold. To recalibrate and sync the binder and the tax software you may need to close and reopen the binder, then use
    Export TR
     or
    Import TR
     depending on the issue. Point to the
    Live Sync On Hold
     status to see the action that needs to be taken. 
  • Does Live Sync allow the tax return and the binder to be open simultaneously?
    Yes, both can be open at the same time, but not necessary. You do not need to keep the tax return open in the tax software unless you want to see how the information is syncing to the tax software as you make updates in SPbinder.
    For the traditional Export TR and Import TR features, you need to close the tax return in the tax software before initiating the functionality.
  • Does Live Sync replace the traditional Export TR and Import TR features?
    Live sync does not replace the traditional bulk
    Export TR
    and
    Import TR
     but complements it for seamless workflow with little to no interruptions.
    Live Sync queues each field-level update (add, edit, and delete) into the tax software in real-time. Whereas, the traditional
    Export TR
    sends all the binder information to the tax software in one bulk operation.
    note
    Export TR
     is required to activate Live Sync when you open the binder for the first time or after you add additional documents to the binder.
    Similarly, Import TR brings in all the information from the tax software in one bulk operation. Live Sync's
    Compare TR
     feature allows you to check if an import is needed. Live Sync also fetches new information from the tax software into the
    Per Tax Return
     column in Leadsheets when you
    Recalculate
    ,
    Force Calculate
    , or open the
    LEADS
     tab for the first time.
  • What's the difference between Classic and Simplified Leadsheets?
    Classic
    : All entries made in Input form and K-1 Reclass in SPbinder are synced to the tax software Organizer screen.
    Simplified
    : No Input form is available for Simplified Leadsheets. Values added via K-1 Reclass are synced to the tax software Organizer screen.
    note
    For Classic and Simplified, entries made in the tax software (Organizer) do not sync back to SPbinder. Only the tax software Output values sync back to SPbinder Leadsheets -
    Per Tax Return
     column.
  • When does GoSystem Tax RS API token expire?
    GoSystem Tax RS API token expires 90 days after being integrated with SurePrep. The API token can also expire before the 90 days if the user who created the token changes their GoSystem Tax RS login password.
  • What if I already made the changes in the tax software before opening the binder
    Use
    Import TR
     to import the new data and sync the changes with SPbinder.
  • How do I setup Live Sync for my firm?
    Follow these steps to setup Live Sync for your firm:
    1. Activate your firm’s GoSystem Account
    2. Activate Live Sync in Account Admin
    3. Setup GoSystem Tax RS API integration

Advanced troubleshooting

  • How will I know if I or another user made changes directly in the tax software?
    You can use
    Compare TR
     to compare Leadsheet values with the tax software. Compare TR helps you save time by informing you if the Leadsheet information is in sync or if you need to complete an import (via
    Import TR
    ).
  • Will leadsheets import new amounts automatically?
    New amounts are automatically imported from the tax software when the
    LEADS
     tab is activated for the first time. However, if you make any changes to the forms/fields after the initial tab activation, then you need to manually Recalculate or Force Recalculate leadsheets to import updated values that were synced to the tax software.
    If information is added to the tax return (in the tax software), will that information carry back to SPbinder (to both ‘Per Tax Return’ column (in Leadsheets) and the applicable Forms fields), when no source document is present in which to connect with in the Forms fields?
    Live Sync is a one-way sync from SPbinder to the tax software. Inputs made directly in the tax software will not automatically sync back to the binder. When you reopen the binder or click
    Compare TR
    , you will be alerted that some changes were made and you’ll need to do a traditional
    Import TR
     to pull the updated numbers in the leadsheets. However, none of the input forms and fields will be updated.
    The best practice is to always make entries in the binder so that the Live Sync feature can automate the export to tax software and import back into leadsheets without manual intervention in both, the tax software and SPbinder.

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