It's important to properly tag your documents if you use the SmartVault PDF printer to send them to SmartVault. Tags make sure your documents are sent to the correct folders in SmartVault. Use the auto-filer tool to tag your documents when you print them to SmartVault with the SmartVault PDF printer.

SmartVault includes preset tags for you to use. You can also create custom tags manually each time you use the auto-filer tool to tag your documents.

Tagging documents is only necessary if you use the SmartVault PDF printer to send your documents to SmartVault. Clients using Lacerte and ProSeries do not need to tag documents. Intuit automatically adds the proper tags and routing information when printing to SmartVault.

Tagging Tax Returns, Organizers, and Financial Statements for Client Emails

Specific tags are necessary when you send tax returns, organizers, and financial statement emails to your clients in SmartVault using email templates. Without the proper tags, you get an error when sending your client emails. Choose these tags for each document type before printing to SmartVault:

• Tax Returns–
  • In Select engagement type, choose Tax Engagement, and the correct tax year.
  • In Select an existing tag, choose Client copy of tax return and Government Copy of Tax Return (if using both in your email template).
• Organizers–
  • In Select engagement type, choose Tax Engagement, and the correct tax year.
  • In Select an existing tag, choose Client organizer.
• Financial Statements–
  • In Select engagement type, choose Accounting Services, and the correct year and month.
  • In Select an existing tag, choose Financial Statement Set.