Source Document Processing
Streamline Source Document Management and 1040 Workflow
Want to see it in action? Watch a video demonstration of how Source Document Management works
Our Source Document Processing service for tax documents takes advantage of Optical Character
Recognition (OCR) technology and CS Professional Suite integration to speed tax workflow. With this service you can take
advantage of these two great features:
- Automatically label and organize your client source documents,
making them much easier to locate and identify in your electronic files.
- Automatically extract data from the processed source documents for transfer directly into client tax returns in
UltraTax CS, reducing laborious data entry work.
Here's how it works:
Automatically Label and Organize Client Source Documents using
You can get started by scanning, saving, and transmitting your client source documents
(e.g., W-2s, 1099s, brokerage statements, etc., including embedded PDFs) using FileCabinet CS.
(Note: You must also license UltraTax CS to take advantage of this service.) Next, our host computers
use OCR technology to quickly process your scans into neatly organized and labeled client files.
Then, you simply retrieve your nicely formatted client source documents back into FileCabinet CS.
Managing source documents has never been so easy.
Note: For best scanning results, you'll want to make sure both your scanning
software and your scanner are set to 300 DPI resolution.
For more information, visit our Help & How-To Center and search on best practices for scanning using Source Document Processing.
Share Source Data in UltraTax CS with the Optional Data Extraction Feature
If you'd like to speed tax paperless tax workflow even more, you can take advantage of our
data extraction feature using UltraTax CS. When we process source documents,
specific data (e.g., Form W-2 dollar amounts) is automatically extracted. If you choose, you can
have this extracted data transfer automatically to UltraTax CS, saving you hours of data
OCR processing makes it possible to automatically transfer source data
directly to the UltraTax CS return.
For more detail about this feature and the forms we support for data extraction, check out our
Processing Service Fact Sheet.
Both timesaving features, including labeling and organizing and optional data extraction, are included for
$6 per client, per tax year—no matter how many source documents the client has.
Efficiency Gains = Time & Money Savings
Source Document Processing not only manages client source documents with ease and speeds
1040 processing, it also helps you effectively manage staff resources—saving you time and money.
Note: Source Document Processing relies on OCR technology to read the various
designs and formats of the forms you scan, and therefore the degree of accuracy
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