how to upload pdf file in database using asp.net c# : How to select all text in pdf file SDK Library project winforms .net html UWP ProSystem%20fx%20Scan%20v10.1%20User%20Guide5-part796

Chapter 5
Chapter5-IntegratingwithOtherProSystem fxProducts
IntegratingwithTax
YoucanuseProSystem fxAutoFlowWizardtovalidateandimportextracteddatafromthe
followingformsintoTax:
Formsfora1040
Return
1098
1099-Q
K-1(1041)
1098-E
1099-R
K-1(1065)
1098-T
1099-SA
K-1(1120S)
1099-DIV
2439
CombinedTax
Statement
1099-G
SSA-1099
GainandLoss
Statement
1099-INT
W-2
1099-MISC
W-2G
Formsfora1041
Return
CombinedTax
Statement
K-1(1041)
K-1(1120S)
GainandLoss
Statement
K-1(1065)
YoucanalsouseProSystem fxAutoFlowWizardtogenerateaPDF filefromanAutoFlowfile.
Seethefollowingtopicsforinformationaboutimportingextracteddataintoataxreturn.
Chapter5-IntegratingwithOtherProSystem fxProducts•45
I
NTEGRATING WITH 
O
THER 
P
RO
S
YSTEM 
FX 
P
RODUCTS
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Note:Ifyouplantoexportdatatoaclient'staxreturn,beforeyouscanthesourcedocuments,
askthesystemadministratorwhethertheImportfolderfortheScanjobissettoallowdata
extraction.Ifnot,youmustuseanextractioncoverpagefortheScanjob.
ExtractingGainandLossStatementsOnly
ProSystem fxScancanextractGainandLossdatawithnootherextractableformsinafile.
Note:ThisfeatureisonlyavailableifyouhaveProSystem fxTaxinstalled.Thisfeatureisnot
currentlyavailableforGlobalfxTaxorCCHAxcessTaxcustomers.
ToextractdataforGainandLossstatementsonly:
1. ScanandsubmityourdocumentsforAutoFlow.
2. OpenScanWorkstation.ScanjobsthatdisplayReadyforAutoFlowintheMessagecolumn
areavailableforyoutoprocess.
3. Double-clickaScanjobcontainingthedatayouwanttoimport.
4. SelectProSystem fxTax.Youcanalsoreviewthenumberofextractedformsandtradeson
thispage.
Notes:
IfyouselectPDFwithG&Lonly,theGainandLossdatawillbetheonlydata
extractedintheexportedPDFfile.IfadditionalAutoFlowformsexistinthisfile,they
willnotbeextracted.IfyouwouldliketoAutoFlowallextractableformsinthisfile,
clickAutoFlowtocontinuewiththeAutoFlowprocess.
IfyouselectSkipAutoFlow,thevalidatefileisconvertedtoaPDFfile.ThenewPDF
fileisplacedinthesamelocationwherethevalidatefilepreviouslyresided.Oncethe
conversioniscomplete,thevalidatefilewillnolongerbeavailableforimportinto
Tax.IfyouneedtoimportthedataintoTax,youcanreprocesstheScanjobto
generateanewvalidatefile.
IfyouarenotloggedintoTax,thesystempromptsyoutologin.
5. ClickPDFwithG&Lonlytocontinuewiththeextractionprocess.TheProSystem fx
AutoFlowWizardwindowdisplays.
Theinformationonthisscreenincludesthefollowing:
ExtractedAutoFlowClients.ListsTaxpayerIdentificationnumbersfoundinthe
scanneddocumentsalongwiththenamesofpeopleassociatedwiththoseTaxpayer
Identificationnumbers.
TaxClients.Liststaxreturnsforaselectedyearthatarepotentialmatchesforthe
nameslistedinthetopsectionofthewindow.ProSystem fxAutoFlowWizarduses
TaxpayerIdentificationnumberstomatchthescanneddocumentswithexistingtax
returns.Securedreturnsaredisplayedinthelistbutarenotaccessible.
Note:Datawillonlybedisplayedifthereareotherextractableformsbesidesthe
GainandLossstatementsinyourfile.
Chapter5-IntegratingwithOtherProSystem fxProducts•46
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6. IfnoreturnsaredisplayedintheTaxClientslist,entertheClientIDnumberorTaxpayer
IdentificationnumberassociatedwiththereturnintheClientID/TaxpayerID#box,and
thenclickSearch.IfthesystemfindsareturnmatchingtheClientIDnumberorTaxpayer
Identificationnumber,thereturnislistedintheTaxClientssection.
Createandselectanewtaxreturn.
i. ClickNewTaxReturn.
ii. Createandsaveanewtaxreturn.SeetheTaxhelpfilesforinstructionson
creatinganewreturn.
iii. Saveandclosethereturn.
iv. ReturntotheAutoFlowWizard.
v. ClickRefresh.
vi. SelectthenewreturnintheTaxClientslist.
7. Reviewtheinformationonthiswindow.Selectorclearthefollowingitemsasneeded:
Saveannotationsforitems.TheScan-generatedPDFfilecontainsannotations
indicatingwhichfieldswereimportedtothereturnandwhichwereskipped.Clear
thisboxifyoudonotwanttheseannotationstobesaved.
AddFiletoCCHAxcessDocumentorProSystem fxDocument(On-Premise).
SelectthisboxtouploadthefiletolauncheitherCCHAxcessDocumentor
ProSystem fxDocument(On-Premise)AddFileswindowwhentheimportcompletes.
ThisoptionisonlyavailableifCCHAxcessDocumentorProSystem fxDocument(On-
Premise)isinstalled.
8. ClickFinish.
9. ClickOK.
Whentheprocesscompletes,the.validatefileisconvertedtoaPDFfileandsavedtothelocation
wherethevalidatefileresidedbeforeyouperformedtheAutoFlowprocess.ThePDFfileincludes
theextracteddata,aswellasthegainandlossesinformationinanExcelspreadsheet.
ImportingExtractedDataintoaTaxReturn
Tostreamlinetheprocessofimportingextracteddataintoataxreturn,ProSystem fxAutoFlow
Wizardtriestomatchscanneddocumentswithexistingtaxreturns.Itdoesthisbycomparing
TaxpayerIdentificationnumbersinthescanneddocumentswithTaxpayerIdentificationnumbers
inreturns.IfScandoesn'tfindareturnthatmatchestheextracteddata,youcanlaunchTaxfrom
AutoFlowWizardtocreateanewreturn.Youmusthaveaccessrightstoataxreturntobeableto
AutoFlowdatatothereturn.
Tip: Forbestresults,werecommendthatyouvalidateextracteddataagainstthescanned
documentsbeforeimportingthedataintoataxreturn.Formoreinformationaboutvalidation,
seeValidationOverviewonpage38.
Toimportextracteddataintoataxreturn:
1. OpenScanWorkstation.ScanjobsthatdisplayReadyforAutoFlowintheMessagecolumn
areavailableforyoutoprocess.
2. Double-clickaScanjobcontainingthedatayouwanttoimport.
Chapter5-IntegratingwithOtherProSystem fxProducts•47
VB.NET PDF Text Redact Library: select, redact text content from
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3. SelecttheTaxproductthatyouwanttoimportdatainto.Youcanalsoreviewthenumberof
extractedformsandtradesonthispage.
Notes:
IfyouselectSkipAutoFlow,the.validatefileisconvertedtoaPDFfile.Thenew
PDF fileisplacedinthesamelocationwherethe.validatefilepreviouslyresided.
Oncetheconversioniscomplete,the.validatefilewillnolongerbeavailablefor
importintoTax.IfyouneedtoimportthedataintoTax,youcanreprocesstheScan
jobtogenerateanew.validatefile.
IfyouselectPDFwithG&Lonly,theGainandLossdatawillbetheonlydata
extractedintheexportedPDFfile.IfadditionalAutoFlowformsexistinthisfile,they
willnotbeextracted.FormoreinformationaboutextractingGainandLossdataonly,
seeExtractingGainandLossStatementsOnlyonpage46.
IfyouarenotloggedintoTax,thesystempromptsyoutologin.Ifyouselected
GlobalfxOffice-Taxandyouhavemulti-accountaccess,thesystemalsoprompts
youtoselectanaccount.
4. ClickAutoFlowtocontinuewiththeAutoFlowprocess.TheProSystem fxAutoFlowWizard
windowdisplays.Theinformationonthisscreenincludesthefollowing: 
ExtractedAutoFlowClients.ListsTaxpayerIdentificationnumbersfoundinthe
scanneddocuments,alongwiththenamesofpeopleassociatedwiththoseTaxpayer
Identificationnumbers.
TaxClients.Liststaxreturnsforaselectedyearthatarepotentialmatchesforthe
nameslistedinthetopsectionofthewindow.AutoFlowWizardusesTaxpayer
Identificationnumberstomatchthescanneddocumentswithexistingtaxreturns.
Securedreturnsaredisplayedinthelistbutarenotaccessible.
Note:IfScandetectsaniterativeform(aformthatincludesmultiplelineitems,butno
totalline),thiswillbedisplayedintheupperrightcorner.Althoughitisnotrequired,
werecommendthatyouvalidateiterativeformsbeforecontinuing.Tovalidateiterative
forms,clickIterativeValidationintheupper-rightcornerofthewindow.Thisisagood
ideaforthefollowingreasons:
Priortoimport,AutoFlowWizardconsiderstheindividuallineitemsaspartofthe
sameform.Ifyoueditdatathatiscommontoallofthelineitems(forexample,the
issuername),theeditsareappliedtoallofthelineitems.OnceyouselectNext,the
individuallineitemsarebrokenintoseparateforms.Ifthecommondatarequires
editsafterthesplit,thentheformforeachlineitemmustbeeditedindividually.
IfyouneedtochangethebookmarkthatwilldisplayinthefinalPDFfile,theissuer
namefield(whichisusedforthebookmark)mustbeeditedbeforethelineitemsare
splitintoindividualforms.Editingtheissuernamefieldaftertheformissplitwillnot
changethebookmarksinthefinalPDFfile.However,theseeditswillbereflectedin
Taxifyouimportthedataintoareturn.
5. Ifneeded,youcanvalidatetheextracteddatabeforecontinuingwiththeAutoFlowprocess.
SeeValidatingExtractedDatawithTaxInstalledonpage39fordetailedvalidation
instructions.
6. TodisplayreturnsforadifferentyearintheTaxClientslist,selectthetaxyearfromthetax
yearlist.OnlytaxyearsforwhichyouhaveTaxinstalledareavailable.
Chapter5-IntegratingwithOtherProSystem fxProducts•48
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7. SelectthetaxreturntoflowdatatointheTaxClientslist.Ifthereturnyouneedisnot
listed,youcandothefollowingtoidentifyit:
IntheClientID/TaxpayerID#box,entereithertheClientIDnumberorTaxpayer
Identificationnumberassociatedwiththereturnyouneed,andthenclickSearch.If
thesystemfindsareturnmatchingtheClientIDnumberorTaxpayerIdentification
number,thereturnislistedintheTaxClientssection.
Createandselectanewtaxreturn.
i. ClickNewTaxReturn.
ii. Createandsaveanewtaxreturn.SeetheTaxhelpfilesforinstructionson
creatinganewreturn.
iii. Saveandclosethereturn.
iv. ReturntotheAutoFlowWizard.
v. ClickRefresh.
vi. SelectthenewreturnintheTaxClientslist.
8. ClickNexttodisplayalistoftheforms,includingonesproformaed,whereAutoFlowWizard
hasextracteddata.Theformsaregroupedasfollows:
Linkedformswillimportintoanexistingforminthetaxreturnwhenyouclick
Finish.
ImportedNewformswillcreateanewinputforminthetaxreturnwhenyouclick
Finish.
Skippedformswillnotbeimportedintothetaxreturnunlesstheyhavebeenupdated
toImportNeworLink(ifapplicable).Anorangeicon
willdisplaynexttoskipped
forms.Atooltipisaddedtotheiconexplainingwhytheformwasskipped.
9. Doanyofthefollowingasnecessarytopreparethedataforimportintothereturn:
Reviewthecontentsofaformbeforedecidingwhethertoimportittothereturn.
i. Selecttheforminthelist.
ii. ClickReview.TheReviewTaxFormswindowdisplays.Inthiswindow,youcan
selecttoperformanyofthefollowingactionsontheform:
Linkthedocumenttoonealreadyinthetaxreturn.SelectLink,and
thenselecttheentitytolinkthedocumentto.Iftherearenomatching
documentsinthereturn,thisoptionisdisabled.
Importthedocumentasanewform.SelectImportNew,andthen
selectthetaxpayertheformbelongsto.
Skiptheformduringextraction.SelectSkip. Ifneeded,youcanadda
noteaboutwhytheformwasskipped.Nodatafromtheformwillbe
importedtoTaxwhenthisoptionisselected.
iii. Ifneeded,cleartheOverwriteDefaultIssuerInformationinTaxboxto
preventtheIssuer/Payerinformationintheformfromreplacingthe
informationalreadyinTax.
iv. Ifneeded,selectOverwriteDefaultRecipientInformationinTax.Whenyou
selectthisbox,thedataintheRecipientareaoftheformwillreplacethe
defaultdataalreadyinTax.
v. Ifneeded,clickFormValidationtoreviewtheinformationontheform.See
ValidatingExtractedDatawithTaxInstalledonpage39forinstructions.
vi. ClickClosewhenyouaredonereviewingtheform.
Chapter5-IntegratingwithOtherProSystem fxProducts•49
VB.NET PDF - View PDF with WPF PDF Viewer for VB.NET
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Selectaskippedformtobeimportedtothereturn
Importaskippedformtoanewform
i. Selecttheforminthelist.
ii. ClickImportNew.
iii. ClickYesifthesystemasksifyouwanttoimportunknowntaxpayersto
thereturn.IftheTaxpayerIdentificationnumbermatchesbutwas
skipped,youwillnotreceivethiswarning.
Linkaskippedformtoanexistingform
i. Selecttheforminthelist
ii. ClickReview.
iii. SelectLink,andthenselecttheentitytolinkthedocumentto.
Note: Iftherearenomatchingdocumentsinthereturn,thisoptionis
disabled.
10. ClickNextwhenyouhavefinishedreviewingalloftheformsandarereadytocontinuethe
import.
11. ReviewtheinformationontheTaxImportSummarywindow.Selectorclearthefollowing
itemsasneeded:
Saveannotationsforitems.TheScan-generatedPDFfilecontainsannotations
indicatingwhichfieldswereimportedtothereturnandwhichwereskipped. Clear
thisboxifyoudonotwanttheseannotationstobesaved.
AddFiletoCCHAxcessDocumentorProSystemfxDocument(On-Premise).
SelectthisboxtolauncheithertheCCHAxcessDocumentorProSystemfxDocument
(On-Premise)AddFileswindowwhentheimportcompletes.Thisoptionisonly
availableifCCHAxcessDocumentorProSystemfxDocument(On-Premise)is
installed.
12. ClickFinish.
13. SelectYesifyouarepromptedtoapplyanauthorization.
14. ClickOK.
Whentheimportcompletes,the.validatefileisconvertedtoaPDFfileandsavedtothelocation
wherethe.validatefileresidedbeforeyouperformedtheAutoFlowprocess.ThePDF fileincludes
theextracteddata,aswellasthegainandlossesinformationinanExcelspreadsheet.
ReviewingAutoFlowDiagnosticsandtheGainsandLossesSpreadsheet
Afterdataisimportedintoataxreturn,thefollowingtwoiconsdisplayonthefirstpageofthe
PDFfile:
Double-clickthisicontoopenaspreadsheetcontaininginformationfromtheTaxImport
Summaryscreen.Thespreadsheetlistsmissingandskippedforms,aswellasalistofinvalid
fields.ThisembeddedspreadsheetisarecordoftheAutoFlowprocess,andisavailable
alongwithotherdigitaldocumentsfortheclient.
Chapter5-IntegratingwithOtherProSystem fxProducts•50
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Ifafilecontainsagainandlossstatementandatleastoneotherformtobeextracted,
AutoFlowWizardautomaticallycreatesaspreadsheetwiththisinformation.Thespreadsheet
isappendedtotheexportedPDFfile.Youcanaccessthisfilebydouble-clickingthisiconon
thefirstpageofthePDFfile.Thisembeddedspreadsheetisarecordofallthegainandloss
transactionsthatwereextractedduringtheAutoFlowprocess.Itisavailablealongwith
otherdigitaldocumentsfortheclient.
ImportingGainandLossTransactions
Ifafilecontainsgainsandlosses,thenumberoftradesextracteddisplaysontheTaxImport
Summaryscreen.ThisinformationalsodisplaysonthefirstpageoftheAutoFlowWizard.The
numberoftradesdisplayedcomesfromeachlinethatisextractedfromthegainsandlosses
statements.
Ifanextractedtradecontainsnodescription,Scanduplicatesthedescriptionfromtheprevious
tradeline.
Note:Acommentisaddedtothespreadsheetindicatingthattheitem'sdescriptionwasCopied
fromtradeabove.
WhenatradeisextractedandonlyadayandmonthexistfortheSolddate,AutoFlowWizard
displaystheyearinthegainsandlossesspreadsheetbasedonthecurrentyearusedinAutoFlow
(forexample,if2013isselectedinAutoFlowWizardastheyearfortheTaxClient,2013also
displaysastheSoldDate).
Note:Acomment,Reviewyear,isaddedtothecelliftheyearyouselectedinAutoFlow
Wizardisnotthecurrentyear.
IfayearismissingfromtheAcquireddate,thenthatdateisnotextractedandisdisplayedasa
blankcellinthegainsandlossesspreadsheet.
IftheSolddateismissing,AutoFlowWizardcopiestheSolddatefromtheprevioustradelinethat
wasextracted.Acommentdisplaysinthecellindicatingthatitwas Copiedfromtradeabove.
IfoneofthefollowingwordsdisplayintheAcquiredorSolddate,Scanconvertsthemto99/99/99
onthespreadsheet: 
Various
Unknown
N/A
Multiple
Pleaseprovide
Unavailable
Earnings
Scandisplaysthedescriptionofeachtradefirst,followedbythequantity.
ScanaddsaborderlineinthegainsandlossesspreadsheetforeachBrokerageStatement
bookmarkinthePDFfile.ThisallowsyoutoseewhereeachBrokerageStatementstartsandends.
Chapter5-IntegratingwithOtherProSystem fxProducts•51
Tomakechangestothespreadsheet,dothefollowing:
1. OpenthePDFfile.
2. Savetheattachedspreadsheettoyourcomputer.
a. Right-clicktheattachedExcelspreadsheet.
b. SelectSaveAttachment.
c. Selectthelocationwhereyouwanttosavethefile,andthenclickSave.
3. Reviewthespreadsheetandmakeanynecessarychanges.
4. ImportthegainsandlossesdatatoTax.Forinstructionsonimportinggainsandlossesdatato
Tax,seetheTaxhelpfiles.
UsingAnnotationstoColorCodeDatainaReturn
YoucankeeptrackofwhichfieldsinaScan-generatedPDFfileweresuccessfullyimportedintoa
taxreturn.Thecolorofanannotationindicateswhetherthehighlighteddatawasimportedtoa
taxreturn.
Thecolorsusedfortheannotationsare:
Annotation
Color
Meaning
Green
Thedatawasextractedandimportedtoataxreturn.
Blue
Thedatawasextracted,butnotimportedtoataxreturn.Instead,theTaxdefaults
wereusedinthereturn.
Red
Thedatawasextracted,butanerrorinthefieldpreventedthedatafrombeing
importedtoTax.AnexampleofdatathatmightcauseafielderrorisaTaxpayer
Identificationnumberfieldwithtoofewdigits.
Orange
Datawasextracted,buttherewasnotaplaceinthereturntoimportthedatato.
Toenableannotations,selectSaveannotationsforitemsontheTaxImportSummarywindow
whenyourunAutoFlowWizard.
TodisplayannotationsintheScanValidationwindow:
1. Linkthescantoataxreturn.
2. ClickNext.
3. SelectValidation.TheannotationsdisplayontheScanValidationscreen.
ToturnoffthecommentingballoonsonyourPDFfileinAdobeAcrobat®:
1. OpenthePDF filefromtheExportfolder.
2. SelectEdit>Preferences.
3. SelectCommentingfromtheCategoriespane.
4. IntheViewCommentssection,cleartheEnabletextindicatorsandtooltipsbox.
Chapter5-IntegratingwithOtherProSystem fxProducts•52
IntegratingScanwithDocument
IfyourfirmusesCCH AxcessDocumentorProSystem fxDocument(On-Premise),Scancanpublish
thePDFfilesitgeneratesdirectlytoDocument.Staffmembersatthefirmcanthenretrievethe
bookmarkedPDFfilesfromDocumentjustastheywouldanyotherdocuments.
TheworkflowforusingScanwithDocumentisthesameasthetypicalScanworkflow,exceptthat
youshoulduseaDocumentroutingslipinplaceofaScancoverpage.Scanusesthebarcodeon
theroutingsliptodeterminethenameofthebookmarkedPDFfileandtoroutethecompleted
documenttothecorrectclient.TheroutingslipisnotincludedinthefinalPDFfilegeneratedby
Scan.
Notes:
TointegrateScanwithDocument,yoursystemadministratormustsetuptheScanfolderin
DocumentthatwillbetheExportfolderforProSystemfxScan.Ifyouareunsurewhich
ImportfoldertouseforDocument,consultyoursystemadministrator.
IfyouuseaDocumentroutingslip,youshouldnotalsouseaScancoverpage.Doingsowill
causeanerrorinScan.
TheworkflowforusingScanwithCCH AxcessDocumentorProSystemfx Document (On-Premise)
isnearlythesameasthetypicalScanworkflow.Theonedifferenceisthatanoptiontoaddthe
filetoCCH AxcessDocumentorProSystem fxDocument (On-Premise)displayswhentheAutoFlow
processcompletes.IfyouselectthisoptionandcompletetheAutoFlowprocess,thetaxdatais
importedintoyourreturn.Then,theDocumentAddFilesscreenwilllaunchsoyoucanuploadthe
filestoDocument.
Note: TheoptiontoaddyourreturntoDocumentdisplaysonlyifCCH AxcessDocumentor
ProSystem fxDocument (On-Premise)isinstalledonyoursystem.
SettingUpDocumentFoldersforUsewithScan
TheprocessrequiredtosetupScanfoldersdependsonwhichversionofDocumentyouareusing.
ProSystemfxDocument(On-Premise),version4.0andnewer.Bydefault,thesystem
monitorsthePfxDocument/ScanfolderfornewlyaddedPDFfiles.Ifyouneedtoconfigure
Documenttomonitoradditionalfolders,youcandosoinDocument'sRoutingSettings
window.
ProSystemfxDocument,versions3.9andolder.OpentheAdministratorHomePage,and
thenclickScanFoldersontheManagesectionofthenavigationbartodisplaytheScan
Folderwindow.
SeetheDocumenthelpfilesfordetailedinformationaboutsettingupyourScanfoldersfor
Document.
Chapter5-IntegratingwithOtherProSystem fxProducts•53
SettingUpScanforUsewithDocument
BeforeyoucanuseScanwithProSystem fxDocument,youfirstmustsetupScanfoldersin
Document,andthenperformthefollowingprocedure:
1. OpenScanAdministrator.
2. ClickontheFolderSettingstab.
3. Usethedefaultfoldersettingsname,orclickAddtocreateanewImportfolderspecificto
Document.
Note:AnewfolderpathmustbecreatedforeachcompanyyouhaveinDocument.
4. EntertheScanfolderpaththatyousetupinDocumentintheExportFolderfield.
5. Configuretheothersettingsfortheimportfolderasneeded.
6. ClickSave.
Chapter5-IntegratingwithOtherProSystem fxProducts•54
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