Configuring UltraTax CS to send documents to GoFileRoom

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If you are licensed for GoFileRoom, complete these steps to define the criteria for storing tax returns, extensions, and input screens printed from UltraTax CS to GoFileRoom. This includes specifying the GoFileRoom drawer used to store different types of UltraTax CS documents or returns, and the GoFileRoom indexes that are mapped to various UltraTax CS properties.

Note: The GoFileRoom configuration options defined in the steps below are firm-wide and apply to all users.

  1. Choose Setup > Office Configuration and click the GoFileRoom tab.
  2. Click the GoFileRoom Options button.
  3. In the GoFileRoom - Login dialog, enter your GoFileRoom user name and password in the fields provided. If desired, mark the Remember username checkbox to have UltraTax CS store your user name in this dialog.
  4. Click the Login button. UltraTax CS retrieves information from your GoFileRoom account and opens the UltraTax CS/GoFileRoom Configuration dialog.
  5. Choose the drawer to which you want to print UltraTax CS documents from the GoFileRoom drawer drop-down list.
  6. Use the fields in the Index mapping pane to do one of the following:
    • Use the UltraTax CS Property column to associate properties such as client name, client ID, or return entity type with the specific GoFileRoom index in each row.
    • Enter your own description in the Custom Static Text column for the GoFileRoom index in each row. This text is mapped to that GoFileRoom index for all documents, in place of a UltraTax CS property that is specific to each document (such as return entity type or client name).

      Custom Static Text items entered for GoFileRoom indexes that your firm uses a lookup or list on must match those items exactly, including case and spacing.

  7. If you selected [Map Each Return Type] in the UltraTax CS Property column for a GoFileRoom index row, use the Tax return type mapping pane to specify which GoFileRoom category you want to use for each type of UltraTax CS return. To do so, select the appropriate categories from the Tax return type mapping columns.
  8. To have UltraTax CS automatically open a dialog to confirm these settings when you print documents to GoFileRoom, mark the Prompt to view/verify return indexes when printing to GoFileRoom checkbox.
  9. Click OK to close the UltraTax CS/GoFileRoom Configuration dialog.

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