Using Binder Groups with Workpapers NG

Learn how to efficiently manage data across multiple OneSource Income Tax binders simultaneously using WorkPapers NG binder groups. This tutorial covers setting up and editing binder groups within the Income Tax batch process, creating custom templates for data import/export, and mapping entity numbers and data fields in Excel. The workflow demonstrates how to retrieve data from multiple binders at once, make bulk changes in Excel, and push updated information back to all organizers in the binder group. This powerful feature streamlines tax preparation workflows by allowing users to work with multiple client binders simultaneously, saving time and ensuring consistency across related tax returns.