UltraTax CS Bar Code Scan Utility

Use the UltraTax CS Bar Code Scan tool to scan bar codes on W-2s and Schedules K-1 (for 1120S, 1065, and 1041 entities) that your clients submit for the preparation of their tax returns. Once the documents are scanned, you can add the data into your UltraTax CS client data files via data sharing.

Bar code scanner requirements

Your bar code scanner must meet the following requirements in order to work with this tool.
  • The bar code scanner must have a serial (standard RS-232) or USB connection to your computer.
  • The bar code scanner must have the capability to decode 2-dimensional (2D) bar codes in PDF417 format.
Bar code scanners that support 2D bar codes in PDF417 format may not be configured to decode that format by default. Follow the manufacturer's instructions for configuring the bar code scanner. Direct any questions related to the configuration of the bar code scanner to the manufacturer.
We recommend using Symbol brand bar code scanners.
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