Overview of source-document processing

Alerts and notices

The FileCabinet CS source-document processing features use OCR (Optical Character Recognition) technology to identify and extract data from tax-source documents that have been scanned into FileCabinet CS. The extracted data can then be used to automatically populate applicable fields for the corresponding 1040 client in UltraTax CS using the UltraTax CS Source Data Entry utility.

Prior tax knowledge or familiarity with UltraTax CS is not required to use the FileCabinet CS source-document features and the UltraTax CS Source Data Entry utility. You can therefore increase the efficiency of your firm's return preparation process by delegating to administrative or clerical staff tasks related to scanning, document transfer, data retrieval, and the exporting of data to UltraTax CS.

To enable source-document processing, do one of the following.

The OCR/data export process is outlined as follows:

  1. You can scan tax-source documents as image groups into FileCabinet CS. Or, if the documents are PDFs, you can embed them into FileCabinet CS.
  2. Image groups that are designated for source-document processing are transferred to our network of secure data centers for data extraction and page naming via CS Connect.
  3. The named, extracted data is retrieved via CS Connect.
  4. The UltraTax CS Source Data Entry utility is used to view the extracted data for comparison with the original source document in FileCabinet CS for accuracy.
  5. When the corresponding client is opened in UltraTax CS, the data-sharing process populates the input screens with the extracted data that was reviewed in the UltraTax CS Source Data Entry utility.

For a detailed procedure on source-document processing in FileCabinet CS, see Labeling, sorting, and extracting tax-source document data.

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