Select binder templates

On the
Create New Binder
window, the
Select Binder Template
section lets you choose a specific binder template for a particular tax year and tax application. Only binder templates based on the tax application configured in
Tax File Activation
will be displayed.
Select the binder template you want to select under the
Select Binder Template
section. The binder template you selected previously will be remembered for you on subsequent submissions.
Aside from
SurePrep's Predefined
templates, you can also add custom binder templates to this list by enabling them in
Admin
SPbinder
.
Binder Template Setup
.
Only binder templates based on tax application configured by your firm will be displayed. To turn on a tax application, go to
Admin
Account Setup
Tax File Activation
, then select from the following tax application:
  • CCH Axcess Tax
  • ProSystem fx Tax (Tax year 2022 and earlier)
  • UltraTax CS
  • GoSystem Tax RS
  • Lacerte
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