ProSeries Frequently Asked Questions

ProSeries Source Doc Auto-Entry Update (February 2, 2007)

Products Affected:

ProSeries Source Doc Auto-Entry

An update for Source Doc Auto-Entry became available online on Friday, February 2, 2007. You can download and install this update from within the ProSeries product by following these steps:

In ProSeries, go to the Update menu and choose Update Installed Products. ProSeries will connect to an Intuit Internet server and check for any additional updates. If updates are found, ProSeries will begin the download process.
The Update dialog box shows the status of your download. When this dialog box displays the message Ready to Install, click Install Now.
If you see the ProSeries Installation note dialog box, click OK.
When the download process is complete, the Update dialog box will show the status of your requested products. Click Details to review the new product and update details or click Close to complete the install. ProSeries will restart.

Important: It is critical that you perform these steps to receive everything you need to download and install the update, rather than only downloading from My ProSeries.com.

Items addressed in this product update

We have listened to your feedback over the last week and have incorporated over a dozen improvements to the Source Doc Auto-Entry product. Following are the major improvements:

Several improvements to the character recognition technology. (Examples: Improvements in some instances to Form W-2 boxes 1 and 2, Employer EIN, and Employee's SSN.)
Improvement in the time it takes to scan and recognize documents in some instances.
Added a new feature which allows you to mouse over the diagnostics in the Review screen (indicated by a red highlight) to see further details.
Addressed several issues related to importing data into the tax return:
- Addressed the issue with not being able to import Form SSA-1099 data.
- Addressed the issue when husband and wife have a source document from the same employer or financial institution.
- Addressed the issue when Source Doc Auto-Entry doesn't recognize a client but the client does exist. There is a new option to find an existing client.
- Addressed 1099-INT and 1099-DIV issue when a prior year 1099-INT or 1099-DIV exists.
- Addressed 1099-MISC issue so that a new 1099-MISC copy isn't created if it is from the same provider as the prior year.
- Addressed the issue when using the "Browse Documents" button and importing multiple documents at one time.
- Addressed the issue in which user changes made on the review screen do not get imported to the Federal Information Worksheet.
Addressed issue in which unsupported documents are not displayed in the list of documents after scanning.

Issues we are researching and hope to resolve in the future

Improvement to the character recognition of Paychex and W-2 eXpress W-2's.
Improvement to the character recognition of QuickBooks 3-up and 4-up W-2's.
Improvement to the character recognition of the Nelco format for 3-up and 4-up W-2's.
Improvements to the Form SSA-1099 which addresses changes to the 2006 form.

We encourage familiarizing yourself with our supported formats. The payroll company W-2's can easily be identified because they are sent in self-mailers. The IRS formats can be found by visiting www.irs.gov and searching for the form number.

We are excited about all of these improvements, and hope you find them valuable. We will continue to make improvements and send updates throughout the season. Continue to send us your feedback. And, watch for our e-mail announcements as we continue to provide you with the latest news on Source Doc Auto-Entry!

Last updated: 02/06/2007