SUBMITTING TAX RETURNS & OTHER DOCUMENTS TO THE TRUSTEE
SUBMITTING DOCUMENTS WITH 13DOCUMENTS
The Babin Trust Operation utilizes 13documents.com for document management, particularly tax documents. Documents now can be uploaded to the Trust Operation through a secure encrypted portal.
The Babin Trust Operation can accept the document types listed below through 13documents.com. When you login, you will see the following categories:
Business Case - Business Operating Reports
Business Case - Business Questionnaire
Business Case - Miscellaneous Business Information
Debtor Info - Debtor Change of Address
Debtor Info - Payroll Change Information
DSO - DSO Information
Employer Info - Employer Change of Address
Legal - Expense Documentation
Legal - Settlement Statement
Tax Doc - Returns/Transcripts - Initial Filing/Pre-Confirmation
Tax Doc - Returns/Transcripts - Post-Confirmation/Annual
With 13Documents, documents can only be uploaded to cases that are assigned to a specific Trustee which will prevent information from being sent to an incorrect Trustee. Also, an attorney can view document upload history, including date/time stamps.
To use 13Documents you must register for access. One login per law firm is suggested. Registration is free. Login to 13documents.com and follow the steps to "Register" for Joyce Babin on the Home Screen.
For attorneys that are using 13Documents already with the McCarty and Gooding Trust Operations, the login and password previously established should work with the Babin site. However, you will need to request access to send documents to the Babin site. Login to 13documents.com. Click on "Request Trustee Authorizations" on the Home Screen, and add Joyce Babin, Trustee.