Defining Keywords for DataScan

A keyword is a term associated with a specific form and field in a tax return. You can use these keywords to filter the available forms and fields while generating a new scan in DataScan.

For each form and field, you can assign one user-defined keyword. Each form and field may also have a system-generated keyword already associated with it.

Adding a Keyword

To add a keyword, do the following:

  1. Open a return and navigate to the form and field for which you want to add a keyword.
  2. Click Define Keywords in the Activity group on the Manage tab.
  3. Enter the new keyword in the Keyword field and click OK.

Note: You cannot add a keyword if it has already been associated with another form and field.

Viewing Available Keywords

You can view a list of all current keywords, and then search for, select, and delete multiple keywords.

  1. Open a return and navigate to the form and field for which you want to view keywords.
  2. Click Define Keywords in the Activity group on the Manage tab.
  3. Click View All Keywords to display the All Keywords window. System-generated keywords are indicated by a green star ( ). The system code for the field selected for each keyword is listed in the Source column.

Deleting Keywords

You can delete the custom keyword for the current form and field using the Define Keyword window, or you can delete one or more keywords using the View All Keywords window.

Deleting the Keyword for the Current Form and Field

  1. Open a return and navigate to a form and field with a user-defined keyword you would like to delete.
  2. Click Define Keywords in the Activity group on the Manage tab.
  3. Click Delete Keyword.
  4. Click Delete on the confirmation window.

Note: You cannot delete system-generated keywords, which are indicated by a green star ( ).

Deleting Multiple Keywords

  1. Open a return and navigate to the form and field for which you want to delete a keyword.
  2. Click Define Keywords in the Activity group on the Manage tab.
  3. Click View All Keywords to display the All Keywords window.
  4. Select one or more keywords and click Remove Keywords.
  5. Click Delete on the confirmation window.

Note: You cannot delete system-generated keywords, which are indicated by a green star ( ).