Bookmark Canadian forms

Using Artificial Intelligence (AI) and Machine Learning (ML), 1040SCAN can automatically bookmark certain Canadian forms. If this feature is enabled for your firm, AI/ML will automatically bookmark the following Canadian forms (i.e., no data will be captured), skip them from the Review Wizard, and automatically index them in a designated folder in SPbinder:
Canadian Forms
T4 Statement of Remuneration Paid
T4A Statement of Pension, Retirement, Annuity, and Other Income
T4A(OAS) Statement of Old Age Security
T4A(P) Statement of Canada Pension Plan Benefits
T4E Statement of Employment Insurance and Other Benefits
T4RIF Statement of income from a Registered Retirement Income Fund
T4RSP Statement of RRSP Income
T5 Statement of Investment Income - slip information for individuals
T5007 Statement of Benefits
T5008 Statement of Securities Transactions - slip information for individuals
T5013 Statement of Partnership income
T3 Statement of Trust Income Allocations and Designations – slip information for individuals
T2202 Tuition Enrolment Certificate
RC62 Universal Child Care Benefit statement
RC210 Working Income Tax Benefit Advance Payments Statement
RRSP contribution receipt – slip information for individuals
In SPbinder, documents will be indexed in the '
2555 Foreign Earned Income
' folder along with a Pink dot icon.
Pink
dot to indicate the documents were auto-indexed.
2555 Foreign Earned Income folder.

Billing

Auto-bookmarking and auto-indexing of Canadian documents will be billed as Non-Modified Auto Verified Standard Pages.
To view the billing details, go to
Account Admin > BILLING
>
Account Usage History
then look for the following columns:
  • Non Modified AV Std Pages
  • Non Modified AV Std Pages Fees

Requirements

The following requirements must be fulfilled to bookmark Canadian forms using AI/ML: 
Field Name
Potential Values
Firm Setting
Please contact SurePrep Support to enable 'Bookmarking of Canadian forms'
Tax Year
2021 - latest
Services
Outsource (Onshore & Offshore)
1040SCANverify (Onshore & Offshore)
1040SCAN PRO
1040SCAN ORGANIZE
Leadsheets
None (Without Leadsheets)
Classic
Simplified Leadsheets binders
Binder Type
1040 binder type
Tax Software
GoSystem Tax RS
* ProSystem fx Tax (TY 2022 and earlier)
CCH Axcess Tax
UltraTax CS
Lacerte
OCR
The document must go through OCR in order to qualify.
OCR checkbox selected.

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