1040 scan (verify) and populate

We refer to tax return scanning software as “Scan & Populate,” but it would be more accurate to say, “Scan, Verify & Populate.” Why? Because it’s best practice to verify the accuracy of OCR’ed source document data before it exports to tax software. OCR stands for “optical character recognition,” which sometimes needs human verification. Verifying OCR data can be time-consuming and impact your overall efficiency. That’s why a tax return scanning software that also provides some level of verification can drastically cut your workpaper preparation workload.

In this session on how to OCR tax returns, we’ll discuss several options for verifying OCR data, including: non-professional staff (temps, admin, etc.), interns, tax professionals, and outsourced third-party verifiers. We’ll compare these options in terms of:

Automation and efficiency
Workflow
Training and implementation

1040SCAN PRO and 1040SCANverify integrate with CCH Axcess Tax, CCH ProSystem fx Tax, GoSystem Tax, Lacerte and UltraTax CS

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Interactive Demonstration

1040 scan (verify) and populate

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