Transferring processed 1040 tax engagement workpapers to UltraTax CS

Alerts and notices
Leave feedback

Internal Employees: Submit feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.


Characters left:

Change to CS Support service hours

Our Support department is closed on Friday, April 28th for a company event. However, limited Workpapers CS phone support is available on that date from 9 AM - 5 PM ET.

The Source Document Processing service of Workpapers CS is not automatically included with Software as a Service (SaaS) access; the service includes either a per-file fee or an annual renewable fee for unlimited access. For pricing details, please contact your CS Sales representative.

Source Document Processing combines OCR (Optical Character Recognition) technology, CS Professional Suite integration, and paperless processing to speed client source document management and streamline 1040 tax preparation.

As part of the Workpapers CS 1040 tax workflow process, you can use the following steps to automatically transfer source documents to UltraTax CS via the UltraTax CS Source Data Entry utility.

  1. Transmit, retrieve, and organize source documents in the Source Document Processing folder of the 1040 engagement binder.
  2. Right-click a processed 1040 tax engagement workpaper (PDF), choose Source Data Entry and the name of the form data to be transferred to the UltraTax CS Source Data Entry utility.
  3. In the UltraTax CS Source Data Entry utility, verify and correct data as needed and then export the 1040 client data into an UltraTax CS client's tax return. Show me.

    sde-in-ut

Note: The Source Data Entry utility automatically imports and displays the next available source document from the engagement binder, until there are none left.

For more information, see Automating Tax Workflow - Leveraging Technology to Refine 1040 Workflow (PDF).

Related topics

Engagement processing overview

Source Document Processing

1040 tax workflow and UltraTax CS integration, overview

Transmitting and receiving source documents in a 1040 tax engagement

Using the Engagement Binders Tree portlet

Top of page

Share This