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.
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 ...
How to Publish, Finalize, and Roll Forward Doc.It Work Binders
This article outlines the Doc.It Binder Shutdown Process. Covers the order of operation and the step necessary to publish, finalize and roll forward Doc.It Work Binders. Order of operations: 1. Publish 2. Finalize 3. Roll Forward This is a typical ...