Office manager or Tax department manager set up

  1. In FirmFlow, select
    My Work
    ,
    Options
    ,
    Create new Folder
    , or go to an existing FirmFlow Folder and add a new workflow.
  2. When setting up the new SurePrep Tax Return workflow, enter usernames for the
    Responsible
    field for steps
    SurePrep
    and
    Preparation
    .
  3. Creating Barcodes in the FirmFlow folder:
    • If there are going to be more than 1 set of source documents submitted to SurePrep, use the Description field to identify primary and subsequent document submissions.

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