Checking the status of source documents submitted for TaxSort processing

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  1. Choose Reports > Document Tracking from the GoFileRoom toolbar.
  2. If necessary, select the appropriate drawer from the Drawers drop-down list.
  3. Select TaxSort Doc from the Status drop-down list.
  4. Click the Search button.

The Document Tracking report lists all documents that have been sent for TaxSort processing.

Note: GoFileRoom locks documents during TaxSort processing, as indicated by the locked PDF Locked PDF icon icon. Processing typically takes a few minutes, but can take up to three hours.

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