1.Go to Advance Flow to see if a process 11-Assembly has been assigned to you
(photo)
2.Go to GoFileRoom to open the return and make sure you are opening up the right return which is assigned to you by checking the routing information. To assembly the return, click on "Tax Return". You will be forwarded to GoSystem. If you are not logged in, please read here.
3.In the file, go to Form 3 to check if in the invoice option, the client statement option code is 3 (Field 70)
4.Go to Form EF-1 to make sure that field 30 is marked Yes (Y)
In Form EF-1 make sure that field 60 is marked Yes (Y)
5.If the files shall be E-Files go to the Organizer in GoSystem in the tax return and go to the E-File section on the left tree view to Enable/Create Return E-FilesBoth boxes need to be checked, federal and all required states. By hitting the "Create Retrun E-Files"-button you are creating the E-File.
If a box is not checked, the file will be on paper and not E-Filed, make sure that it lines up with the information from FirmFlow (GoFileRoom). If it is a mixture so one set goes via paper and the other via E-File, FirmFlow will have a second section for the deliverables. Then you need to run the assembly seperately, one for the paper copy and one for the E-Filed copy.
6.If applicable: Tax Invoice charges
7.Print return
8.Select the copy type:
  • All (previous "Accountants copy")
  • Taxpayer
  • Government

You need to print all three types:

  • All will be archived for GROCO
  • Taxpayer will be send to client for their copy
  • Government will be send to the IRS

On the downloaded PDF return you cannot identify on first sight if it is a taxpayer or a government copy! Therefore make sure that you add the following appendix to the filename:

  • acct for All
  • clnt for Taxpayer
  • gvmt for Government


This print file is available for 48 hours after creation.

Rename the file

Hit the "Create"-button and watch the bottom line to when the file has been created

Then download the file

9.For the Taxoayer copy:

1. Pre-sign the document

2. Send file via SafeSendReturn

10.For the All copy:
Add the workpaker to AdvanceFlow by drag and dropping