EIN/SSN 

Each drawer must have an SSN or EIN. To add an SSN or EIN:

1. Right-click the drawer, and select Drawer Properties.
2. Complete the EIN/SSN field. 
3. Select OK.

Form labeled as Miscellaneous

If the file submitted is not recognized, it will label it as miscellaneous. See Source Document Processing supported forms for more information on supported form types.

Note: Forms that are bolded in the fact sheet are supported for data extraction.

Data files not read

• Follow the best practices for scanning with Source Document Processing.
• Thomson Reuters modifies many forms annually and updates the application weekly (Monday) during the tax season to include new formats. If you cannot scan a file during the first attempt, try scanning the file again the following week. If the form information cannot be read after subsequent attempts, manual data entry may be required.
• Verify that the file is supported for OCR extraction.

Transmitted documents

Check the status of your transmitted documents through the Source Document Live link on the FileCabinet CS Home Page.

Retrieved documents will be removed upon retrieval and documents that are not yet retrieved will be removed after 90 days.

Acknowledgements

If the acknowledgements need to be re-applied, and the documents have been renamed, the pages that were renamed will revert to the label given during source-document processing.

Data is imported into last year's forms

Verify that FileCabinet CS and UltraTax CS are licensed and up to date. If an update is required you will need to retransmit the source documents.

Errors retrieving documents

If the document status shows "OCR complete, ready for pickup" in the Source Document Processing status - Live section of the FileCabinet CS Home Page, confirm the following:

• Source-document processing is specific to your data location; therefore, you must retrieve documents from the same data location from which you transmitted them.

  Note: If some workstations on your network are using UNC paths for data locations (ex. \\server\WinCSI\FcabData) and other workstations are using mapped drives (ex. X:\WinCSI\FcabData) this can cause documents to not be picked up. You will want to retrieve processed documents from a workstation using the exact path for the location from which the document was transmitted.

• If you cancel the retrieval process, you will see a blank window when clicking the Source Document Live link and will need to retransmit the document. 
• If documents have been scanned and transmitted for source-document processing and additional documents need to be included, scan them into the same image group and retransmit. If you scan additional documents and already exported the previous extracted documents into the UltraTax CS Source Data Entry Module, any documents that were exported will not be affected unless there were changes to any of the numbers from the originally exported information.

Data does not import from Source Data Entry into UltraTax CS

Verify data locations by completing the following:

1. In UltraTax CS, go to Setup, then User Preferences.
2. In the File locations tab, check that the locations are accurate.
3. In Source Data Entry, go to Setup, then System Configuration.
4. Verify that the system location here is also correct.

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