Print from UltraTax CS to GoFileRoom

Initial set up

To turn on the integration between UltraTax CS and GoFileRoom (GFR), each workstation needs to perform a Desktop Setup.
Thomson Reuters recommends downloading and installing the UltraTax CS licenses to ensure that they are up to date for integration purposes. Review Download and install licenses via CS Connect.
Configure GoFileRoom indexes to UltraTax CS values.
You can print UltraTax returns to GoFileRoom without installing the
GoFileRoom Add-in
. You'll only need to install the add-in if you want to edit documents.

UltraTax CS and GoFileRoom configuration options

Select
Setup
,
Office Configuration
, then
Onvio
tab.
note
This 1st step only applies when the
Onvio
tab is available.
Select
GoFileRoom
from the Document management dropdown
Select the
GoFileRoom
tab.
Select
GoFileRoom Options
to access the Configuration window.
note
If you haven't signed in to GoFileRoom via QuickLaunch or through MS Office, you'll be prompted to sign in.
Select the GoFileRoom Drawer for which you'd like to establish mapping. You can select different drawers from the dropdown.

Index mapping

GoFileRoom Index represents the GFR
Add
screen for the selected drawer.
UltraTax CS Property represents a value that will be passed to that screen from UltraTax CS.
Values available from the dropdown include: UT Client ID, UT Client Name, Date Printed, Document Name, Document Type, UT Year, Period End, and Map Each Return Type.
An option exists to use Custom Static Text to define a value that won’t change. It's recommended not to map the UltraTax Name with the Client Name because typically they are slightly different, which will cause a new client to be created when the PDF returns are added to GoFileRoom.
Instead, use static text such as “PREPARER COPY AWAITING REINDEXING.” This way, the new client that gets created when the return is sent to GoFileRoom is very obvious as to what it is.
If you search for a client by their name, you won’t see this 2nd incorrect client and get confused. If you need to find the preparer copy before the next day you can search by the client ID With Auto Reindexing turned on, the document will be re-indexed overnight and the duplicate client will no longer exist. Review Auto re-indexing overview.

SMITH, JOHN & MARY: SMITH001
PREPAPER COPY AWAITING REINDEXING: SMITH001

Tax return mapping

The Tax return type mapping section gives you more space for detailed indexing. It's possible to map a separate File Section for each type of return, and then a corresponding document type.
When utilizing the Tax return type mapping options, both the File Section and Document type of each printed document are dynamically indexed using the options specified within the Tax return type mapping fields.

Print client e-file statuses

Open
Utilities
and select
Electronic Filing Status
.
Select the client ID to print, then select
Print
.
Select
GoFileRoom
in the Print where section, then select
GoFileRoom
.

Print eSignature documents to GoFileRoom

Print the preparer copy of a return

Open
File
and select
Print Returns
.
Select
Preparer Copy
and select the
GoFileRoom
checkbox.
Select
To Drawer
to print to GoFileRoom.
note
This may say
Print
instead of
To Drawer
if you try to print to another location at the same time.

Print extensions

Open
File
and select
Print Extensions
.
Select
GoFileRoom
, then select
To Drawer
.

Print completed web organizers

Open
File
and select
Print Organizers
.
Select
GoFileRoom
in the Print where section, then select
Per client settings
in the Print what section.
Select
To Drawer
.

Print input screens

Open
File
and select
Print Input Screens
.
Select
GoFileRoom
then select
To Drawer
to print to GoFileRoom.
note
This may say
Print
instead of
To Drawer
if you try to print to another location at the same time.