Skip to main content

Legal

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

FirmFlow

Add deliverables to a workflow

Follow these steps to add deliverables to a workflow.
  1. In your workflow in GoFileRoom, select the
    Deliverables
     tab,
    Options
    , then
    Add
    .
  2. In the text field in the Deliverables column, enter a few alphanumeric characters of the title of the deliverable you want to add.
  3. Select
    Deliverables Lookup List
    .
    • The Deliverables Matching Values list displays a maximum of 20 deliverables per page. You can scroll to display the deliverables not on your screen, or enter a page number to go to that page.
    • The fewer alphanumeric characters you enter for the deliverable title, the more choices will display in the list. However, trying to reduce the number of choices by entering more of the deliverable title can also be a problem. If your entry doesn't exactly match part of a deliverable title in the list, the Deliverables Matching Values list displays an error message.
    • If the list displays an error message, select
      Cancel
      . In the FirmFlow Folder screen, re-enter your deliverable title data using fewer characters, or correct any mistakes ("1030" instead of "1040," for example) and try again.
    • When you search within the deliverables list, remember that federal forms begin with the form number, such as 1040; State forms begin with the state abbreviation, such as AZ for Arizona.
  4. Select the deliverable you want to add to your workflow. 
    To add multiple deliverables at once, mark the checkbox for each deliverable and select
    OK
    .
  5. Make any necessary changes to the default tax year, due dates, and other columns for the new deliverable.
    • Data in the
      Year
      ,
      Original Due Date
      , and
      Current Due Date
       fields can be edited after you select
      OK
      , but only when extending a deliverable. This includes re-entering the original due date.
    • Data in the
      Attachment
      ,
      Copies
      , and
      eFile
       fields can be changed after you select
      OK
      .
  6. When the data for the new deliverable is correct, select
    OK
    .
The new deliverable is now displayed in the Deliverables list.

error-icon

error-close