SmartRouting “Documenttype” Parameter Reference Tables

ADMIN USER

These tables list the parameters used in SmartRouting for each supported tax software. By referring to these parameters, you can ensure your documents are accurately routed to the correct locations in SmartVault. Expand the section for your tax software below to view detailed parameter references for UltraTax, CCH Axcess, and Drake.

UltraTax

Parameter Name	Associated Tag	Example
`Extension`	clientcopy.taxreturn.tags.accounting.smartvault.com	2022_UT001_ Kunis, Jen_Extension
`GovernmentCopyK1Package`	governmentcopy.taxreturn.tags.accounting.smartvault.com	2022_UT001_Kunis, Jen_GovernmentCopyK1Package
`GovernmentCopyTaxReturn`	governmentcopy.taxreturn.tags.accounting.smartvault.com	2022_UT001_Kunis, Jen_GovernmentCopyTaxReturn
`InputScreens`	Miscellaneous	2022_UT001_Kunis, Jen_InputScreens
`Organizer`	organizer.tags.accounting.smartvault.com	2022_UT001_Kunis, Jen_Organizer
`Organizer-ActionRequired`	organizer.tags.accounting.smartvault.com	2022_UT001_Kunis, Jen_Organizer-ActionRequired
`PreparerCopyK1Package`	preparerfilecopy.taxreturn.tags.accounting.smartvault.com	2022_UT001_Kunis, Jen_PreparerCopyK1Package
`PreparerCopyTaxReturn`	preparerfilecopy.taxreturn.tags.accounting.smartvault.com	2022_UT001_Kunis, Jen_PreparerCopyTaxReturn
`TaxReturn-ActionRequired`	clientcopy.taxreturn.tags.accounting.smartvault.com	2022_UT001_Kunis, Jen_TaxReturn-ActionRequired
`TaxSourceDocuments`	firmtaxsource.tags.accounting.smartvault.com	2022_UT001_Kunis, Jen_TaxSourceDocuments

`ActionRequiredK1Package`	clientcopy.taxreturn.tags.accounting.smartvault.com	2022_UT001_Kunis, Jen_ActionRequiredK1Package
`ArchivedK1Package`	Miscellaneous	2022_UT001_Kunis, Jen_ArchivedK1Package
`ArchiveTaxReturn`	preparerfilecopy.taxreturn.tags.accounting.smartvault.com	2022_UT001_Kunis, Jen_ArchiveTaxReturn

CCH Axcess

Parameter Name \| Meaning	Associated Tags	Example
`K1 \| K-1`	SmartVault.Accounting.TaxEngagement misc.tags.core.smartvault.com	2022US IUT001 K1 V1
`K1P \| K-1`	SmartVault.Accounting.TaxEngagement misc.tags.core.smartvault.com	2022US IUT001 K1P V1
`FSC \| Federal, State, City`	SmartVault.Accounting.TaxEngagement clientcopy.taxreturn.tags.accounting.smartvault.com	2022US IUT001 FSC V1
`PreparerReports \| PreparerReports`	SmartVault.Accounting.TaxEngagement misc.tags.core.smartvault.com	2022US IUT001 PreparerReports V1
`BlankOrganizer \| BlankOrganizer`	SmartVault.Accounting.TaxEngagement organizer.tags.accounting.smartvault.com	2022US IUT001 BlankOrganizer V1
`I \| Individual`	{ "type_qualifier_identifier": "Individual" }	N/A
`P \| Partnership`	{ "type_qualifier_identifier": "Partnership" }	N/A
`C \| Corporation`	{ "type_qualifier_identifier": "Corporate" }	N/A
`S \| S Corporation`	{ "type_qualifier_identifier": "SCorporate" }	N/A
`F \| Fiduciary`	{ "type_qualifier_identifier": "Fiduciary" }	N/A
`Y \| Estate & Gift`	{ "type_qualifier_identifier": "Estate" }	N/A
`K \| Employee Benefit Plan`	{ "type_qualifier_identifier": "Benefit" }	N/A
`X \| Exempt Organization`	{ "type_qualifier_identifier": "Exempt" }	N/A

`Acct \| Accountant`	SmartVault.Accounting.TaxEngagement preparerfilecopy.taxreturn.tags.accounting.smartvault.com	2022US IUT001 Acct V1
`Govt \| Government`	SmartVault.Accounting.TaxEngagement governmentcopy.taxreturn.tags.accounting.smartvault.com	2022US IUT001 Govt V1
`Clnt \| Client`	SmartVault.Accounting.TaxEngagement clientcopy.taxreturn.tags.accounting.smartvault.com	2022US IUT001 Clnt V1

Drake

Parameter Name	Associated Tag	Example
`Tax Return Documents`	SmartVault.Accounting.TaxEngagement misc.tags.core.smartvault.com	2022 Tax Return Documents (Kunis, Jen)

`Client Copy`	SmartVault.Accounting.TaxEngagement clientcopy.taxreturn.tags.accounting.smartvault.com	2022 Tax Return Documents (Kunis, Jen - Client Copy)
`Preparer Copy`	SmartVault.Accounting.TaxEngagement preparerfilecopy.taxreturn.tags.accounting.smartvault.com	2022 Tax Return Documents (Kunis, Jen - Preparer Copy)
`Federal Tax Return Documents`	SmartVault.Accounting.TaxEngagement governmentcopy.taxreturn.tags.accounting.smartvault.com	2022 Federal Tax Return Documents (Kunis, Jen)