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Upload documents
Upload client documents to create binders and start the tax preparation process.
You can upload documents in 2 ways:
- Select the button in the top corner of theTax Automationscreen
- SelectUploadfrom the Actions column in a client row (this automatically fills in the client information)
Complete the information
- Select theclientyou're submitting documents for.
- Select theoffice locationfor this client.
- Select theSurePrep service typefor the upload. The options you see depend on your firm's licensing.
- Turn onUse leadsheetsif you're including leadsheets with your upload. Leadsheets help organize and summarize financial data for your binder.
- Select who will review the subsequent binder inBinder 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
- Select1040Scanverify Offshoreto turn on7216 Consent. When you upload documents for 1040Scanverify Offshore, Form 7216 is required for binder submission.
- SelectClient consent confirmedto 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 theTA 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.noteThis field isn't available when you upload subsequent binder documents.
- SelectUpload Filesto submit your documents for processing. The maximum file size is 1GB. Supported file types include PDF, DOCX, XLS, and XLSX.
note
The data being imported comes from standard documents that 1040SCAN successfully read. If you included any non-standard documents, such as charitable contributions, they’ll appear as unindexed in the PDF. This serves as a cue that you may still need to enter data manually for those items. Use the PDF to identify and address any documents that fall into this category. While this automates the majority of the process for you, you still need to review some items.
This article applies to:
- Product: UltraTax CS