scanned document file

[Wendy]

I have a mental block. I have set up my new scanner Kodak 1120 and am looking forward to using it instead of having hard copies of docs. I know I can tell it where to save scanned documents, but how do I get the documents to associate to the tax return? I would like to open the return and be able to access the documents as well - or isn't that possible? I have ATX Max, but not Scan & Fill. Thanks.

Wendy

[Catherine]

What I do is put the pdf's in the computer folder for the client. I open the pdf on one monitor and have ATX open on the other monitor.

There is a company (Copanion, I believe) that makes a product called GruntWorx (someone here recommended them last year; possibly KC but don't quote me). You upload your bare scan to them, and they organize and tag it all by document type. All 1099-INT's together, all K-1's, etc.

Catherine

[Wendy]

AHA! Thanks Catherine. So the scans are in a totally separate file from the t/r.......

[kcjenkins]

If you open the ATX Document Manager, you can put the scanned files into it. The Document manager automatically makes, for each new client saved, a subfolder for "Source Doc" as well as one for the Tax Returns, and one for Work Papers.

[Wendy]

Thanks for that suggestion. This is my first year (due to the TRX deal) with TTO so I didn't know I should have it. Funny thing - I didn't have it. Saw on MyATX that I was supposed to and it gave a code to load - didn't work. Called tech support and ended up downloading it from a site he gave me. Hopefully it will work the same way as loading from the CD.

Wendy

[Margaret CPA in OH]

Thanks for the jog, Wendy. Like you I have the TTO through TRX but am not sure what exactly I have or how to access it. I've only had MAX for the last several years. I'll call support to see what is in my goody bag!