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Work with documents in SPbinder

Add documents in SPbinder

Select Add document in the toolbar, use
CTRL+L
 (when SPbinder is active and in focus), or select
Binder
, then
Add Documents
 to add documents to SPbinder and optionally send them for OCR processing.
The following steps will vary depending on whether you want to add documents from your local computer or a network folder, add documents from TaxCaddy, or add documents from GoFileRoom.
Add TaxCaddy documents to SPbinder.
Add GoFileRoom documents to SPbinder.
  1. To process additional documents, select the
    Add Document
       on the toolbar or select
    Binder
    . All users will see 
    Add Documents
    . Some users might see an additional Add Documents submenu. To add local or network documents, select 
    Add Documents
    , and if you see a submenu, select
    Add Document
     in the submenu. To add TaxCaddy documents, select
    Add TaxCaddy Document
     in the submenu. To add GoFileRoom documents, select
    Add GFR Document
     in the submenu.
  2. The
    Add Document
     will open with the
    Basic Information
     tab visible. The screen might look slightly different for you depending on your settings. Binders with leadsheets won’t have any other tab.
    Binders without leadsheets will also have the
    Processing Options
     tab.
  3. Assign to
     under
    Select Binder Options
    , the
    Select Binder Template
     section, and the
    Enter Client Details
     section will be populated automatically and grayed out. For binders with leadsheets, 
    E-access
     under 
    Select Binder Options
     will be populated automatically and grayed out as well. For binders without leadsheets, you may select
    E-Access
     to enable E-access for the additional documents. Remember that this screen might look slightly different for you.
  4. Outsource returns will have an option for 
    Expedited processing
    . Marking this option will reduce the processing time of a binder from 3 business days (the standard time required for SurePrep to process a binder) to 1 business day. Select
    Expedited processing
     to mark the checkbox and enable this selection if you want to use it.
  5. Select your preferences for what to do after submission.
    Create a PBFX file
    : Marking this option will create a PBFX file of the SPbinder. You can open this SPbinder without using FileRoom.
    Change Status to
    : Selecting
    Change status to
     and selecting a status will display that status in FileRoom. The list will display the statuses added through
    Admin
    Account Setup
    Custom Status
    .
  6. 1040SCANverify and Outsource binders will have a selection for processing documents. If you're using one of these service types, select either
    In-house
     or
    at SurePrep
    .
    In-house
    : Select to add the documents directly to the binder.
    At SurePrep
    : Select to submit the documents to SurePrep for processing.
    For 1040SCANverify Onshore/Offshore services
    : By default,
    at SurePrep
     will be selected. If this is selected, it will be submitted to SurePrep for verification. If you want to verify the documents in-house, then select the option
    In-house
    .
    For Outsource Onshore/Offshore services
    : By default,
    at SurePrep
     is selected. If this is selected, it will be submitted to SurePrep for preparation. If you want to process the documents in-house, then select
    In-house
    .
  7. This step describes adding local or network documents. If you're adding TaxCaddy documents or GoFileRoom documents, skip to the next step. Select
    Browse
     under 
    Select Source Documents
     and select documents to upload. Source documents can be in the following formats: PDF, TIFF, EXCEL, WORD, or EML.
    Once selected, select 
    Submit
    . If you want to send the documents through OCR, mark the checkbox for
    OCR
    .
  8. This step describes adding TaxCaddy documents. If you're not adding documents from TaxCaddy, skip to the next step. Select
    Select TaxCaddy Documents
     under 
    Select Source Documents
    .
    Select the documents to upload. When selecting documents, mark the checkbox to select all TaxCaddy documents. Note that you can't add DOC files in the 
    Select TaxCaddy Documents
     window. After selecting your documents, select
    Add
    .
  9. This step describes adding GoFileRoom documents. If you're not adding documents from GoFileRoom, skip to the next step. Select
    GFR Documents
     under 
    Select Source Documents
    .
    You will see a list of new documents you can add. Select
    Show already submitted documents
     to see already submitted documents grayed out in the document list. After selecting your documents, select
    Add Documents
    .
  10. For binders without leadsheets, you may need to provide additional information regarding the tax return depending on your tax software. For binders with leadsheets, skip this step.
    GoSystem Tax RS and CCH Axcess Tax
    : If you're submitting additional documents to a binder without leadsheets and are using GoSystem Tax RS or CCH Axcess Tax, the select tax return section isn't available. The Account and the Locator Number will be auto-populated.
    Pro System fx, Lacerte, and UltraTax using OCR processing
    : If you're submitting additional documents to a binder without leadsheets, using Pro System fx, Lacerte, or UltraTax, and using OCR processing, then the tax software file will be automatically attached from the path that was previously used.
    If for any reason the previously browsed tax software file path is not available, then no tax software file will be attached in this section. You will have to attach the tax software file manually. You can submit additional documents only if the manually browsed tax file name, the version of the tax file, and the Client ID is the same as that of the previously submitted job.
    If the manually browsed tax file name is different than the one submitted in the previous job, then a warning message will be displayed.
    Pro System fx, Lacerte, and UltraTax without OCR processing
    : If you don’t want to send the additional documents through OCR, the selected tax software section isn't available. It is not mandatory that you attach the tax software file in this case.
  11. For binders without leadsheets, you can change settings for
    Review Wizard
     and
    Tax Return
     in 
    Processing Options
    . These settings will only apply to the additional documents being submitted.
  12. Once the additional documents are successfully submitted, the
    Jobs in Queue
     window will appear.
    For GoSystem Tax RS and CCH Axcess Tax binders, you can add additional documents in any status during the submission process.
    However, for other tax software you can't submit additional documents until previously submitted documents are processed completely.
    A warning window appears if you attempt to add additional documents.
  13. A notification will appear at the bottom of SPbinder while the documents are being uploaded.
    You can continue to work on the binder while the documents are being added, but you can't print or export it.
    Once the process of adding documents is complete, you'll see a message asking if you want to add the new documents immediately. If you used OCR processing, select
    Add
     to close SPbinder and open the Review Wizard.
    If you didn't send the documents for OCR processing, select
    Add
     to add the additional documents in the thumbnail section.
    View details on Indexing pages from the thumbnail.
    If you don’t want to work on the additional documents immediately, then don’t select
    Add
     on the notification banner. The next time you open this binder, the new pages will appear in the thumbnail section if you didn’t use OCR processing or the review wizards will open if you did use OCR processing.
    For binders without leadsheets, the additional documents will appear as a sub-job inside the main binder. You can select  next to the binder in FileRoom to view all the sub-jobs under it.

This article applies to:

  • Product: SurePrep
  • Sub Product: SPbinder

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