Workpapers CS: Troubleshooting Source Document Processing

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Workpapers CS offers Source Document Processing on the Workpapers Dashboard for 1040 tax engagements.

If there is a problem transmitting the documents in the Source Document Processing folder to the Thomson Reuters optical character recognition (OCR) servers, you will be prompted that there was an error during transmit / retrieve.

SDP transmission error dialog

The document will then display a status of "Error, try again."

An error transmitting a document or set of documents can occur for the following reasons.

Related topics

Best practices for Source Document Processing

1040 tax workflow and UltraTax CS integration, overview

Source Document Processing, overview

Using the Source Document Processing Status portlet

Internal notes

Support: Some of the transmission errors do not give you a secondary message saying what the problem is. To enable the error logging for Source Document Processing, use these steps:

  1. Close Workpapers CS / Accounting CS.
  2. Create a text file called "csi.debug" in the following location - C:\Program Files (x86)\Creative Solutions\Workpapers CS or Accounting CS.
  3. Open the new text file and type "EnableGenericLog=true".
  4. Restart Workpapers and try to retransmit the file.
  5. Any errors that happen are added to the regular log.txt file found at C:\Users\[[username]]\AppData\Local\Creative Solutions\Accounting CS or Workpapers CS. Note that the AppData folder is hidden, so you may need to display hidden folders first.

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