Using Scan Returns

The Scan Returns feature identifies returns that could be affected by legislative changes, such as tax rate or tax bracket updates, and system updates that resolve filing or calculation issues. Scans are created by Wolters Kluwer and are categorized by tax authority and return type. For example, there could be an available scan for Federal Individual returns and New York Corporation returns.

To use Scan Returns, do the following:

1. In Return Manager, click Scan Returns from the Maintenance group on the Utilities tab. The list of available scans displays the following details:

Column	Description
Tax Year	Tax year of the returns identified by the scan
Date Released	Date Wolters Kluwer published the scan
Authority	Tax authority affected by the scan
Type	Return type (for example, 1040, 1041, and 1065) affected by the scan
Title	Description of the detail and returns identified by the scan
Status	Visual indicators of the following scan statuses: Blank. Scan never submitted or previously submitted scan results older than 30 days Yellow. Submitted and ready to run Green. Running Red. Terminated View Results. Completed results available for 30 days from the submission day

2. Do any of the following:

   Submit scans.

   1. Select the scans to run. To run all scans, select the check box in the grid header.
   2. Click Submit Scan to create a report for each selected scan. The progress of each submission displays in the Status column.

   Note: If needed, you can close the Scan Returns window while scans are running and reopen the window later to view the results.

   Delete a scan.

   1. Select the completed scan to delete. The scan status must be View Results.
   2. Click Delete Results to remove the scan results from the grid.

   Refresh the grid.

   To refresh the grid, click Refresh to update the grid contents with any new scans that may have become available.

   View scan results.

   The system generates a report for each scan you selectively submit from the list. Reports are available to review, print, and export for 30 days from the day scans are submitted. Scan results older than 30 days are automatically deleted.

   1. Click View Results for a completed scan in the grid to display a report of the scan results.
   2. Review the report or select from the following options:

   Component	Description
   Print	Click Print on the button bar to send the report information to any printer installed on your machine for reference or filing purposes.
   Copy	Click Copy on the button bar to save the report information to an external file.
   Find	Enter a value in the search box below the grid and click the right or left arrow to search for text in the window. Enter the complete criteria to search for a specific record or partial information to search for similar matches.

   3. Close the report viewer.
3. Click Close to exit the Scan Returns window. The list of available and submitted scans is retained and will display when you reopen the Scan Returns window.

Tip: Calculate returns that have been migrated from your pre-migration version of Tax before submitting scans. Detail from migrated returns displays in the Scan Returns window only after those returns have been calculated at least once.

Note: Only unsecured returns and returns you have permissions to view are scanned.