Source Document Processing

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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.

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.

See also: Source Document Processing example

Related topics

Source Document Processing Best Practices

Source Document Processing Fact Sheet

Using the Source Document Processing Status portlet

1040 tax workflow and UltraTax CS integration, overview

Importing basic client information from UltraTax CS

Transmitting and retrieving source documents in a 1040 tax engagement

Transferring PDF workpapers for source data entry

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