Submitting GoFileRoom PDFs for TaxSort processing

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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.

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