Download ProSystem fx® Scan User Guide - Support

iv. If needed, click Validate Form to review the information on the form. See
Validating Extracted Data with Tax Installed on page 38 for detailed
validation instructions.
v. Click Close when you are done reviewing the form.
Select a skipped form to be imported to the return
Import a skipped form to a new form
i. Select the form in the list.
ii. Click Import New.
iii. Click Yes if the system asks if you want to import unknown
taxpayers to the return. If the social security number matches but
was skipped, you will not receive this warning.
Link a skipped form to an existing form
i. Select the form in the list
ii. Click Review.
iii. Select Link, and then select the entity to link the document to.
Note: If there are no matching documents in the return, this option is
disabled.
10. Click Next when you have finished reviewing the forms and are ready to continue the
import.
11. Review the information on the ProSystem fx Tax Import Summary window. Select or clear
the following items as needed:
Save annotations for items. The Scan-generated PDF contains annotations
indicating which fields were imported to the return and which were skipped. Clear
this box if you do not want these annotations to be saved.
Add File to ProSystem fx Document. Select this box to upload the file to launch
the ProSystem fx Document Add Files window when the import completes. This
option is only available if you have installed the ProSystem fx Suite version of
Document.
12. Click Finish.
13. Select Yes if you are prompted to apply an authorization.
14. Click OK.
When the import is completed, the .validate file will have been converted to a PDF file and saved
to the location where the .validate file resided before you performed the AutoFlow process. The
PDF file includes the extracted data, as well as the gain and losses information in an Excel
spreadsheet.
Reviewing AutoFlow Diagnostics and the Gains and Losses Spreadsheet
After data is imported into a Tax return, the following two icons display on the first page of the
PDF file:
Double-click this icon to open a spreadsheet containing information from the ProSystem fx
Tax Import Summary screen. The spreadsheet lists missing and skipped forms, as well as a
list of invalid fields. This embedded spreadsheet is a record of the AutoFlow process, and is
available along with other digital documents for the client.
Chapter 5 - Integrating with Other ProSystem fx Products • 46