Scan W-2 or K-1 forms with Bar Code Scan

Follow these steps to scan K-1 or W-2 information for import into UltraTax CS.
  1. If the K-1 is for a 1040 individual client, mark the
    Shareholder/partner/beneficiary is an individual (1040) taxpayer
    checkbox.
  2. Scan the K-1 or W-2 following the bar code scanner manufacturer's instructions for scanning.
  3. Once scanned, the UltraTax CS Bar Code Scan window will display the results of the scan and the data that will be shared is displayed in the Scanned data area.
  4. Repeat steps 2-3 for each K-1 or W-2 you want to scan.
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