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.

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.

4. Select an option 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.
   • On. Selecting this option allows you to upload tax returns without completing the Add Files window. Document will apply the default folder and metadata settings selected in the Configurations section of this window for tax returns.

   Note: At minimum, the default upload folder for tax returns must have a default class and default subclass assigned to it. If it does not, then the Add Files window will display so you can select them. See the next step for information on setting these default metadata items for a folder.

   • Off. The Add Files window will display every time a return of the specified type is sent to Document from Tax. If default metadata is selected for the upload folder, it will be selected automatically. However, you also can select metadata options for each return individually.
5. In the Configuration section, select options 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.

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.

Option	Description
Auto-map Years	If needed, select the Auto-map Years check box for the template. Selecting this option applies the correct year metadata to tax returns, then automatically routes the tax return to the correct year folder. If a corresponding year folder does not exist, the return will be sent to the default folder selected on this grid. Note: This option is only applicable to Year folders added to the root of the folder template.
Default Storage Folder	Select the default folder where tax returns should be stored in this template if no other folder is specified. Note: Custom folders cannot be used as default storage folders, since these folders might not exist for all clients that use the same folder template.
Default Class	Select the default class to apply to returns of this type stored in the default folder.
Default Subclass	Select the default subclass to apply to returns of this type stored in the default folder. The subclasses that are available depend on which class you select.
Default File Type	Select the default file type to apply to returns of this type stored in the default folder.
Keywords	If needed, enter keywords that can be used to identify returns of this type stored in the default folder. Keywords can be used as search criteria to help locate the file.
Permanent	Select this check box if returns of this type stored in the default folder should be retained permanently.
Archive	Select this check box if returns of this type stored in the default folder should be archived.
Publish	Select this check box if you want to publish returns of this type stored in the default folder to client portals. Note: This option is available only if your firm licenses Portal.

6. In the Portal folder template grid, select options 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.

Note: This section only displays if your firm licenses Portal.

• Default Folder. Select the default folder where tax returns of this type should be stored in this Portal folder template if no other folder is specified.
• Edit Mode. Select an option to indicate whether returns should be read-only or editable when they are published to a portal.
7. 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, create a new file naming convention.
     1. Click Add field to display the list of fields that are used as the basis of default file name conventions.
     2. Select a field you want to use in naming tax returns.
     3. Click Add. The field is added to the Default file name field on the main Tax mapping window.
     4. Continue adding fields until you have added all the fields you want to use as part of the file name.
     5. Click Close.
     6. Edit the information in the Default file name field as necessary. You can add separators, space, or text between the fields. The information you enter will be included in all the file names created using this convention.
   • If the preferred file naming convention already exists, select it from the Available file name list.
8. Click OK.