Transmitting and retrieving source documents in a 1040 tax engagement

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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.

Use the following procedure to transmit and receive source documents in a 1040 tax return engagement.

  1. Right-click the Source Document Processing folder and choose Add Workpaper to open the Add Workpaper Wizard. (Alternate methods to insert a workpaper into the Source Document Processing folder.)
    • Drag and drop a PDF workpaper into the Source Document Processing folder from the File Exchange Documents portlet or from a local or networked drive that is accessible from the workstation.
    • Scan a PDF workpaper into the Source Document Processing folder via the Add Workpaper Wizard.

    Note: The Source Document Processing folder is automatically created in the Engagement Binders Tree view when you create a binder for a 1040 tax return engagement client.

  2. Select External from the drop-down list in the Source field of the Workpaper Type screen.
  3. Enter or browse to the location of the PDF that you want to insert into the Source Document Processing folder.
  4. Mark the checkboxes next to the PDFs to process and click Next.
  5. Update the fields in the Workpapers Properties screen as needed, and click the Finish button to insert the PDF into the Source Document Processing folder.
  6. Right-click the Source Document Processing folder and choose Transmit/Receive.

    Notes

    • You can use the Source Document Processing Status portlet to transmit and retrieve multiple source documents at the same time.
    • You can right-click the Source Document Processing folder and choose Transmit/Receive at any time during the process to display information about the status of document processing.

    • You can right-click a source document during transmission and choose Cancel Processing to safely end the process.
    • Based on bandwidth and network traffic, processing times can vary from 5 minutes to 10 minutes for every 100 pages.
  7. When the PDF has been received back into the engagement, the source document's status changes to Waiting to organize. Right-click the PDF and choose Organize Source Documents to distribute the single-page PDFs into individual folders in the Engagement Binders Tree or at the base-level just below the engagement binder briefcase icon.
  8. Transfer 1040 engagement client source document data to UltraTax CS via the UltraTax CS Source Data Entry utility.

Notes

  • You can customize the sort order of source documents in the Engagement binder tree in the Preferences tab of the Setup > Firm Information > Firm screen.
  • Folders are automatically created in a blank engagement within the Engagement Binders tree for source documents that are ready to be organized and associated with a specified folder that is defined in the Source Document Processing sort options dialog (accessed from the Preferences tab of the Setup > Firm Information > Firm screen).
  • The organize process does not move source documents from one folder to another if source documents already exist in a different binder or at the top level of the engagement. You can drag and drop existing documents to reorganize them in the engagement binder as needed.

Related topics

Engagement processing overview

Source Document Processing

Customizing the sort order of source documents in the Workpapers Dashboard

1040 tax workflow and UltraTax CS integration, overview

Importing basic client information from UltraTax CS

Transferring PDF workpapers for source data entry


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