Mapping Fields for Seamless Data Sync

Once your tax software is connected, the next step is ensuring your data lands in the right place. This lesson covers "Field Mapping" — the bridge between client intake and your tax forms.Key Topics:

• How to link Soraban questionnaire fields to specific tax lines.
• Setting up default mapping templates for different entity types (1040, 1120-S, 1065).
• Reviewing sync logs to identify and fix data mismatches.

Tip: Use the 'Auto-Map' feature for standard Trial Balance imports to save up to 20 minutes per client.