Skip to main content
Barcodes
Search
Search Trust Tax (ONESOURCE) Support Help and Support.

This article applies to:

  • Product: ONESOURCE Trust Tax

About Using Barcodes with ONESOURCE Trust Tax Tools

A barcode is a printed pattern of lines or bars that represent letters and numbers. The barcodes on the tracking pages of a tax return or worksheet generated by ONESOURCE Trust Tax identify the trust account and the document that the barcode represents. Barcodes are read when someone scans the printed pattern of a barcode using a barcode scanner.
Typically, barcodes are collected using a workstation that has a barcode scanner connected to the workstation's keyboard port. The ONESOURCE Trust Tax-Remote Bar Code Collector utility lets any workstation that has the utility installed on it collect barcodes. After the barcodes are collected, the barcode information is saved in a .TXT file. Trust Tax users who are granted the
Can use barcodes to update Status and Milestones (Tools)
 user right can open the barcode file within ONESOURCE Trust Tax and update trust account status and milestones based on the barcode.
note
You must obtain a license to use ONESOURCE Trust Tax Tools before you can use the ONESOURCE Trust Tax-Remote Bar Code Collector utility to collect barcodes. To obtain a license, contact your Client Manager.

About Supported Barcode Scanners

The ONESOURCE Trust Tax-Remote Bar Code Collector utility accepts barcodes scanned from any Symbol scanner that uses fuzzy logic technology. This document provides purchase, setup and use instructions for the following units:
  • The Symbol LS3408FZ, a handheld corded scanner.
  • The Symbol Phaser P460 memory scanner, a cordless batch data collection handheld scanner.
If you decide to use the LS3408FZ scanner, order the following parts:
  • The Symbol LS3408FZ scanner.
  • The CBA-U01-S07ZAR cable, Universal Style 3, USB, Dura Gray, 7' for connecting as a USB keyboard or the LS3408FZ Keyboard Wedge PS2 Cable assembly, 9' or 20' for connecting with a PS2 keyboard.
If you decide to use the P460 scanner, order the following parts:
  • Symbol P460 kit, which includes the 4 MB P460 scanner, PL 460 cradle, power supply and power cord.
  • 6' Synapse adapter cable to cradle (25-17821-20R), which is referred to as the Synapse cable.
  • HID USB keyboard synapse cable, series A (STI85-0200), which is referred to as the Synapse Interface Adapter.