Upload documents

Select the button in the top corner of the
Tax Automation
screen
Select
Upload
from the Actions column in a client row (this automatically fills in the client information)

Complete the information

Select the
client
you're submitting documents for.
Select the
office location
for this client.
Select the
SurePrep service type
for the upload. The options you see depend on your firm's licensing.
Turn on
Use leadsheets
if you're including leadsheets with your upload. Leadsheets help organize and summarize financial data for your binder.
Select who will review the subsequent binder in
Binder Review
. (available for subsequent binders in 1040 Scan Pro Offshore and 1040 Scan Pro Onshore only).
In-house
– A designated reviewer at your firm reviews the binder
At SurePrep
– A SurePrep reviewer reviews the binder documents before final submission
Select
1040Scanverify Offshore
to turn on
7216 Consent
. When you upload documents for 1040Scanverify Offshore, Form 7216 is required for binder submission.
Select
Client consent confirmed
to verify you've obtained your client's consent. This ensures compliance with IRS regulations for the use and disclosure of tax information. You can't complete the upload without verifying consent.
You can add custom notes (up to 256 characters) to describe or categorize your upload if you have the
TA Custom field
. This field is only available if your SP Binder settings require customer fields. Use this field for tracking, special instructions, or binder organization.
note
This field isn't available when you upload subsequent binder documents.
Select
Upload Files
to submit your documents for processing. The maximum file size is 1GB. Supported file types include PDF, DOCX, XLS, and XLSX.