Source Document Processing sort options dialog

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Change to CS Support service hours

Our Support department is closed on Friday, April 28th for a company event. However, limited Accounting CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline for quarterly payroll tax forms.

Links to our most popular payroll tax processing topics are available in the Alerts and notices section on the right side of most pages.

For licensed users of Accounting CS Workpapers

The Source Document Processing service of Accounting CS is not automatically included with Software as a Service (SaaS) access; the service includes either a per-client fee or an annual renewable fee for unlimited access. For pricing details, please contact your CS Sales representative.

In the Setup > Firm Information > Firm screen, click the Preferences tab, and then click the Ellipsis button in the Workpapers section.

Use the Source Document Processing sort options dialog to change the order in which source documents appear in the Engagement Binders Tree portlet after processing is complete.

Fields & buttons

Click the row selector button to the left of the applicable Document type to select a row and reorder it in the grid. You can also enter a different folder name in the Default Folder column for a selected document type to replace the original.

Click this button to restore the default folder mapping order.

Arrow Up arrow button Down arrow button buttons. Use the arrow buttons to change the sort order of the selected item in the grid.

Mark the Group brokerage forms checkbox and/or the Group K-1s checkbox to organize these forms as a single file in the engagement binder. Clear the checkboxes (default setting) to organize brokerage forms and/or K-1s as single-page PDFs based on the form type of each page. (For example, when the Group brokerage forms checkbox is marked, an 11-page 1099-B form is organized as an 11 page file. When the checkbox is cleared, the document is organized as 11, single-page files in the Engagement Binders Tree portlet.)

Note: 1099's of different types cannot be grouped together. For example, a client may have a 1099-DIV, a 1099-MISC, and a 1099-B, which are from the same brokerage firm. However, when these items are grouped, only the individual pages for each item is grouped, but not a single file in which all 1099's are contained. This example also applies to K-1's.

Mark the Automatically sort Tax Organizer checkbox in the Tax Organizer Sort Options section to create single-page PDFs based on the document type and automatically organize them into the folders mapped in the grid. Leave the checkbox cleared (default) to create a single PDF that contains all of the items from the tax organizer in the binder's folder location that is mapped in the grid. Items in the grid cannot be modified when the checkbox is cleared.

Related topics

Source Document Processing

1040 tax workflow and UltraTax CS integration, overview

Importing basic client information from UltraTax CS

Transmitting and retrieving source documents in a 1040 tax engagement

Transferring PDF workpapers for source data entry

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