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Tax & Accounting
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Risk & Fraud
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Prepare and print tax workpapers with SurePrep
If you are assigned to the preparation step in a workflow, you can access the tax workpapers in SurePrep by selecting
SurePrep
in the FirmFlow Folder screen.note
- If the SurePrep button isn't available, SurePrep may not be implemented for your firm. Contact your GoFileRoom Administrator for more information.
- The status for all SurePrep documents in the current workflow is displayed on the FirmFlow Folder screen.
You can then prepare the tax workpapers in SurePrep and print them to GoFileRoom, where they can be accessed as PDFs for the remaining workflow steps.
important
For information on how to use SurePrep features, refer to the Customer Support area of the SurePrep website.
note
The document type for workpapers prepared in SurePrep is automatically indexed to "Dream Workpapers" when workpapers are printed to GoFileRoom.
Related content
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Organize tax workpapers with SurePrep
Format:
Article,
2 min read
Related content
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Organize tax workpapers with SurePrep
Format:
Article,
2 min read