Labeling, sorting, and extracting tax-source document data

Extract tax-source data

Scan tax source documents into FileCabinet CS as a single image group.
In the
Scan Pages
dialog, mark the
Include in transfer to Source Document Processing (OCR) for data extraction and page naming
checkbox.
note
You can also designate image groups for source-document processing by marking this checkbox in the
Image > Image group
or
Edit > Document Properties
dialogs, or you can right-click an image group in the
Folders
window and choose
Include in Source Document Processing
from the context menu.
Choose
File
Source Document Processing
.
note
You can also open
CS Connect
and choose
Select Drawers
under the
OCR
checkbox. You don't need to manually select drawers if the
Setup > System Configuration > CS Connect + Misc > Enable automatic transmission
checkbox is marked.
If you would like Thomson Reuters to sort your documents into a logical order when processing, choose
Setup
System Configuration
Source Document Module (OCR)
and selet the
Automatically sequence pages identified by the Source Document Module
option. You can also modify the order from the default Thomson Reuters order, to better match your firm's internal processes, if desired. This option can be marked either before or after transmitting the documents to our servers.
In the
Source Document Processing
dialog, highlight drawers that contain documents you want to transfer for source-document processing and use the
Select
button to move them to the right pane, or use the
Select All
button to select all drawers currently available in the
Drawers available
list.
Select the
Connect
button.
In the
CS Connect
dialog, select the
Call Now
button. Note that the
Transmit to Source Document Processing
checkbox has been marked automatically.
Select the
Close
button to close the
Call Summary
and
Online Status
dialogs.
Choose
File
CS Connect
and mark the
Retrieve from Source Document Processing
checkbox.
note
The average turnaround time is between 5 and 10 minutes depending on the complexity and number of pages. We do not guarantee a turnaround time.
When an image group is transferred for source-document processing, its
Folders
window icon includes a red exclamation point, prior to retrieval.
Icons for image groups that have been processed include a pink exclamation point in the watch window.
When an image group with retrieved data is selected in the
Folders
window, the page names that appear in the
Page title
field of the FileCabinet CS toolbar are preceded by pink squares.
Verify that the extracted data was named correctly by selecting the image group containing retrieved data in the
Folders
window, choosing
Image
Image Groups
, and verifying that the correct form names appear in the
Image names
pane.
Select the
Done
button to close the
Image Groups
dialog and, with the image group still selected in the
Folders
window, select the
Source data entry
button in the FileCabinet CS toolbar to open the
UltraTax CS Source Data Entry
utility.
For each image in the image group, compare the source data in the
UltraTax CS Source Data Entry
window with the original tax source document in the FileCabinet CS
Watch
window. Make corrections in the
UltraTax CS Source Data Entry
window as needed, accept or reject the extracted data, and export accepted data to UltraTax CS.
note
If you view a document in FileCabinet CS at the same time you have the UltraTax CS Source Data Entry utility open and are viewing the retrieved data, the data is highlighted in yellow in FileCabinet CS for the active field in the UltraTax CS Source Data Entry utility.
The UltraTax CS data sharing feature must be turned on. When you open the corresponding client in UltraTax the data sharing feature is used to accept the extracted data that was verified in Source Data Entry.