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Workpaper Dashboard

Transfer processed 1040 tax engagement workpapers to UltraTax CS

For licensed users of Accounting CS Workpapers
The Source Document Processing service isn't 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, 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 1040 tax workflow process, you can do the following to automatically transfer source documents to the latest year of UltraTax CS installed 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), select
    Source Data Entry
    , then 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, then export the 1040 client data into an UltraTax CS client's tax return.
note
The Source Data Entry utility automatically imports and displays the next available source document from the engagement binder, until there are none left.

This article applies to:

  • PRODUCT: Workpapers CS
  • Subject: Engagements,Workpapers

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