Source Document Processing

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For licensed users of Workpapers CS

Source Document Processing uses OCR (Optical Character Recognition) technology that enables you to transmit workpapers for 1040 engagements from the engagement binder to our Thomson Reuters network of secure data centers for page naming and the creation of a bookmarked PDF.

To make the Source Document Processing folder available in the Engagement Binders Tree portlet, the client must be set up with an entity type of 1040 in the Accounting Information tab of the Setup > Clients screen and the engagement binder type must be Tax Return.

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Source Document Processing example

Source Document Processing Best Practices

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