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Bar code scanner

UltraTax CS Bar Code Scan Utility

important
The Bar Code Scan Utility has been discontinued starting with UltraTax CS 2023.
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.
note
  • Only scan Schedules K-1 not prepared by your firm. If your firm prepared 1120S, 1065, or 1041 returns in UltraTax CS, the shareholder/partner/beneficiary K-1 data is already available via data sharing.
  • Because bar codes don't contain the items presented in statements accompanying the Schedule K-1s, you'll need to manually enter this data after scanning.
  • If you use UltraTax CS in the Virtual Office CS environment, you may need to install the Bar Code Scan Utility locally to run it.

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.

This article applies to:

  • PRODUCT: UltraTax CS
  • Return type: 1040 Individual,1120 Corporation,1065 Partnership,1041 Fiduciary,990 Exempt Organization,5500 Beneficiary Plan,706 Estate Tax,709 Gift Tax,2290 Heavy Vehicle Use Tax
  • Subject: Scan

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