Submitting GoFileRoom PDFs for TaxSort processing

Alerts and notices

In addition to designating 1040 tax source documents for TaxSort processing during scanning, you can submit for TaxSort processing PDF documents that have already been stored in GoFileRoom.

  1. Perform a search in the Document Explorer for a PDF that you want to submit.
  2. In the search results list, mark the checkbox for the PDF you want to submit.
  3. Do one of the following.
    • Right-click the selected PDF and choose TaxSort from the context menu.
    • Click the More Actions button in the PDF Actions section of the ribbon and choose TaxSort.

Notes

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