AFR and Personal Tax Best Practices 2016
The attached document is a best practices guide for Personal Tax processing in Doc.It Suite 4.x, that also covers the following:
- How to create / modify binder templates,
- AFR definitions and forms,
- Creating binders from a template,
- Basic use of a binder,
- How to Publish, and Finalize binders and Roll-forward files.
Related Articles
How to Setup Remote Scanning
Hello Doc.It administrators! Please refer to the following document in order to setup remote scanning for users who would like to be able to scan documents over Remote Desktop Services or Citrix sessions. Setup is basically as follows, but the ...
Upcoming Tax Deadline Changes in USA
Please refer to attached document for full information.
How-to Roll Binders Forward
Follow the steps below to roll binders forward. Note: only related binders can be rolled together, ie. all 2021 Personal Tax binders can be rolled at the same time to create the 2022 Personal Tax binders. That would be separate for rolling 2021 ...
Doc.It 4.5 Latest Release v4.5.335 (October 2021)
Below are the links and instructions to update your organization to the latest Doc-It Suite 4.5 software. Doc-It Server and Suite Update Instructions Plan for users to be out of Doc-It and Office applications or logged out of the Terminal ...
Doc.It 4.5 Latest Release v4.5.346 (June 2022)
Below are the links and instructions to update your organization to the latest Doc-It Suite 4.5 software. Doc-It Server and Suite Update Instructions Plan for users to be out of Doc-It and Office applications or logged out of the Terminal ...