Configure Tax Automation settings
Customize your Tax Automation preferences to match your firm's workflow and compliance requirements.
You can adjust each option according to your firm's workflow and compliance needs. These defaults help streamline processes and maintain consistency in document management and client service.
Personal settings
Personal settings apply only to you and don’t affect other users at your firm.
Welcome page
Mark the
Show At Launch
checkbox to display the welcome page when you open the application. The welcome page provides an overview and instructions to help you get started.note
This setting is staff-specific and will only affect the signed-in staff member.
Firm settings (require administrator permissions)
Firm settings apply to everyone in your firm. Changes made here affect all users across your firm. If your firm uses Advanced Security in UltraTax, administrator permissions are required to view and modify these settings. Contact your UltraTax administrator if you need access.
Gather completion threshold
Select a completion threshold to control when a Gather engagement automatically moves to the Prepare phase and when Tax Automation creates a binder. Once a Gather engagement reaches the selected threshold—the percentage of required items that are uploaded and processed—the automatic binder creation process begins. The default threshold is 80%.
note
If your firm's default service type is set to the 1040ScanVerify Offshore option, automatic binder creation is not supported at this time. In this case, the Gather completion threshold is not available because it won’t be applied.
Default upload settings
Select the
Service Type
that fits your workflow:- 1040SCAN Pro: Uses OCR to extract data from source documents. Verify accuracy in-house before export.
- 1040SCANverify Onshore: Sends documents to SurePrep Onshore for data extraction and verification before export.
- 1040SCANverify Offshore: SurePrep Offshore processes and verifies documents, with an option for in-house review before export.
note
The options you get are based on your firm's SurePrep license. These options are set as defaults at the firm level, but you can edit them for individual clients in the Upload documents screen. Refer to SurePrep service types for a full list of 1040Scan services and their capabilities.
Leadsheets
Turn this on to use leadsheets for all document uploads. This standardizes your documentation process across all clients.
Office location
Displays the default office location. Office location is used in SurePrep to restrict access to binders based on a firm user's assigned office location. When a binder is created in the Prepare phase, it is associated with the office location set here, ensuring the correct users at your firm have access.
The office location displayed here is pulled from your firm's Account Setup in SurePrep.
To add, edit, delete, or export office locations, go to:
