Note for Thomson Reuters® UltraTax Users
If you're using UltraTax, the steps referred to in this article might not be the most efficient for printing tax documents. Please refer to our dedicated Getting Started with SmartRouting for the most relevant and detailed instructions.
It's important to properly tag your documents if you plan to send Tax Return, Organizer, and Financial Statement emails to your clients in Client Management and Bulk Send. Without the proper tags, SmartVault cannot send emails with links to these documents to your clients.
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.
Use the auto-filer tool to tag your documents when you print them with the SmartVault PDF printer. Choose these tags for each document type:
- 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.