Send documents to GoFileRoom
You can send PDF versions of the preparer copy of tax returns and extensions, as well as input screens, to GoFileRoom (if licensed). Follow these steps to send documents to GoFileRoom for storage.
Before you send documents to GoFileRoom, it is beneficial to map return index settings in the UltraTax CS/GoFileRoom
Configuration
window.- SelectFile, thenPrint Returnsto open thePrint Returnswindow.
- Mark theGoFileRoomcheckbox. The drawer is selected in the adjacent dropdown list.noteTo send documents to GoFileRoom and print documents simultaneously, mark both thePrintercheckbox and theGoFileRoomcheckbox. TheTo Drawerbutton becomes thePrintbutton.
- In the Print what group box, select the item (for example,Tax Return) you want to send to GoFileRoom.noteThe options you set in theSetup,[Entity],Tax Return, thenPreparertab are used to determine the content of the copy of the tax return sent to GoFileRoom. To further customize the copy of the tax return sent to GoFileRoom, select theOptionsbutton in thePrintwindow, then select theSelected Pagestab of thePrint Optionswindow.
- Select the clients for whom you want to send the selected item.
- If necessary, mark theLog Eventcheckbox and select the status event you want to log when the item is sent.
- Select theTo Drawerbutton (orPrintbutton if you marked thePrintercheckbox) at the bottom of the window.noteIf you choose to print a copy of the return in addition to sending the document to GoFileRoom, you can select thePreviewbutton to preview the item you are sending and printing. It is important to remember that selecting thePrint PageorPrint Allbuttons in the preview window doesn't send documents to GoFileRoom; you'll need to select thePrintbutton on thePrint Returnswindow.
- You must be licensed for GoFileRoom, and you'll be prompted to sign in to GoFileRoom after selecting theTo DrawerorPrintbutton. If thePrompt to view/verify return indexes when printing to GoFileRoomcheckbox is marked in the UltraTax CS/GoFileRoomConfigurationwindow, the GoFileRoomDocumentswindow opens.noteThis checkbox is marked by default, but you can clear the checkbox. When this checkbox is marked, UltraTax CS prompts you to confirm the return index settings before documents are sent to GoFileRoom.
- From within the GoFileRoomDocumentswindow, review the index settings. If you are satisfied with the index settings, select theTo GoFileRoombutton. If you need to make index setting changes, selectSetup,Office Configuration, select theGoFileRoomtab, then select theGoFileRoom Optionsbutton. Edit your settings in the UltraTax CS/GoFileRoomConfigurationwindow before returning to thePrint Returnswindow.noteIf the client information you are sending to GoFileRoom has both a federal and state return, you'll need to select theTo GoFileRoombutton one time for each return. By default, all returns that are attached to the client are selected to be sent to GoFileRoom. To send only particular returns, use thePrint Optionswindow to clear the checkboxes for the returns that you don't want sent to GoFileRoom.ThePrint to GoFileRoomwindow displays the status of each return sent to GoFileRoom.
