Setting Up Tax Mapping Options for Document

Before sending tax returns to Document, your firm should specify the following options on the Tax Mapping window:

  • Whether to display the Add Files window each time a return is sent to Document
  • The default folder where tax returns should be stored in Document
  • The default folder in a client portal where tax returns should be published (only applicable if your firm licenses Portal)
  • The default file naming convention to use for tax returns, if needed

These options must be set up separately for each type of tax return (Individual, Corporate, Partnership, and so forth) that you will send to Document.

Note: If you are using CCH® ProSystem fx® Tax, additional configuration is required to integrate your tax software with Document. See Integrating Document with CCH® ProSystem fx® Tax for detailed configuration workflows for each tax application.

To configure Document to receive tax returns from Tax, do the following:

  1. Open Dashboard, click Application Links on the navigation panel, and then click Settings and defaults under Firm.
  2. Click Document > Tax Mapping on the navigation panel.
  3. Using the Tax system list, select the type of return for which you want to configure Document options.
  4. Note: The options you select on this window are specific to the tax system you select here. To configure options for other tax systems, you must select that tax system and repeat the configuration process.

  5. Select an under Hide upload screen to select whether the Add Files window should display when you upload a return to Document. The option you select determines how many steps you must complete to upload returns to Document.
  6. In the Configuration section, select in the Folder template grid for each folder template used by clients of this tax system type. These options determine the default folder in a folder template where tax returns will be stored. They also allow you to specify the default metadata applied to returns stored in the folder.
  7. Note: If needed, you can change the folder and metadata options for individual returns in the File Properties window in Document. If you chose the option to display the Add Files window when uploading files, you also can change the metadata when you send a return to Document.

  8. In the Portal folder template grid, select for each portal folder template used by clients of this tax system type. You only need to complete this section if you plan to send tax returns to client portals.
  9. Note: This section only displays if your firm licenses Portal.

  10. If needed, create or select a default file naming convention to be used for returns that are sent to Document. Using a file naming convention ensures that all returns are named in a consistent and easily identifiable way.
    • If needed, a new file naming convention.
    • If the preferred file naming convention already exists, select it from the Available file name list.
  11. Click OK.