1040SCAN™ reduces or eliminates time spent organizing documents and
   entering data into tax software.
• 1040SCAN™ speeds up review by providing a well organized set of source
   documents that make it easy to see which amounts have been entered into the
   tax software.
• 1040SCAN™ improves quality by:
  - Reducing data entry errors
  - Automatically identifying documents with non-matching social security numbers
    (i.e., SS#'s that don't match the tax payer, spouse, or any of the dependents)
  - Automatically identifying superseded documents
  - Automatically identifying duplicate amounts between organizer pages
    and source documents
• 1040SCAN™ is a fully automated process that does not result in the disclosure
   of client information to anyone.

• 1040SCAN™ involves three simple steps:
1. Scan client source documents and send them to 1040SCAN™
    (can be performed by administrative staff)
2. Go through the 1040SCAN™ Review Wizard to identify potential errors and
    issues (e.g., superseded documents, duplicate amounts, non-matching social
    security numbers, etc.)
3. Export to your tax software and generate the 1040SCAN™ PDF.

• All federal organizer pages
• Government forms:
  -  W-2: Wages
  -  W-2G: Gambling Winnings
  -  1099-B: Sale & Disposition of shares and securities
  -  1099-INT: Interest
  -  1099-DIV: Dividend
  -  1099-C: Cancellation of Debt
  -  1099-G: State/Local Income Tax Refund
  -  1099-LTC: Long Term Care Benefits
  -  1099-MISC: Miscellaneous Income
  -  1099-OID: Original Issue Discount
  -  1099-PATR: Patronage Dividends
  -  1099-R: Retirement Income
  -  SSA-1099: Social Security Benefits
  -  1099-Q: Payment from Qualified Education Programs
  -  1099-SA: Distribution from an HSA, Archer MSA or Medicare advantage MSA
  -  Schedule K-1 Form 1065: Partnership Income
  -  Schedule K-1 Form 1120S: S Corporation Income
  -  Schedule K-1 Form 1041: Trust Income
  -  1098: Mortgage Interest Expense
  -  1098-T: Tuition and Fees Expenses
  -  1098-E: Student Loan Interest Expense
  -  5498: Retirement contribution
  -  MA 1099-HC: Individual Mandate – Massachusetts Health Care Coverage
  -  Resident State K-1s:
     -  CA
     -  IL
     -  MA
     -  NJ
     -  NY
     -  OH
     -  PA
     -  VT
     -  WI
  -  Nonresident State K-1s (except for GoSystem Tax RS):
     -  CA
     -  IL
     -  MA
     -  NJ
     -  NY
     -  OH
     -  PA
     -  VT
     -  WI

• Brokerage Statements
  -  A.G. Edwards
  -  ADP Clearing Services
  -  Ameritrade
  -  AmSouth Investment Services, Inc.
  -  AXA Advisors, LLC
  -  Banc of America Investment Services, Inc.
  -  Bear, Stearns Securities Corp
  -  Bessemer Trust
  -  Brinker Capital Securities
  -  Brown & Co.
  -  Brown Brothers Harriman
  -  Charles Schwab
  -  Chase Investment Services Corp
  -  Citigroup - Smith Barney
  -  Curian Clearing, LLC
  -  Deutsche Bank Securities
  -  E-Trade & other brokerages with same format
  -  Edward Jones
  -  Ferris Baker Watts, Inc
  -  Fidelity Distributors Corp.
  -  Fidelity Investments
  -  First Clearing, LLC
  -  Goldman Sachs And Company
  -  H&R Block Financial Advisors
  -  Hilliard Lyons, Inc.
  -  HSBC Securities (USA) Inc.
  -  Janney Montgomery Scott LLC
  -  Jefferies & Company, Inc.
  -  JP Morgan Private Bank
  -  JP Morgan Securities, Inc.
  -  Legg mason
  -  Lehman Brothers & other brokerages with same format
  -  LPL Financial Services
  -  Merrill Lynch
  -  Mesirow Financials
  -  Morgan Keegan & Company, Inc.
  -  Morgan Stanley
  -  Natl. Financial Services & other brokerages with same format
  -  Natl. Investor Services Corp
  -  Neuberger Berman, LLC
  -  Northwestern Mutual Investment Services, LLC
  -  Oppenheimer
  -  Pershing Advisor Solutions
  -  Pershing LLC
  -  Piper Jaffray
  -  PNC Investments & other brokerages with same format
  -  Putnam Investment
  -  Raymond James Financial Services & other brokerages with same format
  -  RBC Dain Rauscher
  -  RIM Securities
  -  Sanford C Bernstein & Co. LLC
  -  Scottrade, Inc.
  -  SouthWest Securities
  -  Sterne Agee & Leach, Inc.
  -  The Vanguard Group
  -  UBS Financial Services Inc.
  -  Vanguard Brokerage Services
  -  Wachovia Securities
  -  Walnut Street Securities
  -  Wells Fargo
  -  William Blair & Co, LLC

• Grantor Letters
  -  Bank of America and other grantor letters with same format
  -  Investors Bank & Trust Company
  -  JPMorgan Chase Bank, NA
  -  Keybank National Association
  -  NBT Bank, NA
  -  Northern Trust, NA

• GoSystem RS Tax
• ProSystem fx Tax
• Lacerte Tax

1040SCAN™ requires only a PC with internet connection and a scanner. No server is required as all image processing occurs on 1040SCAN™'s secure web servers.

50 pages of source documents generally take less than 10 minutes to process. During peak tax season jobs submitted one day will be completed no later than the following morning
(1040SCAN™ web servers process documents 24 hours per day during peak season).

E-mail, Live Chat and Telephone support is provided free of charge to registered customers.

No. You can submit what you have when you have it and then submit additional documents later.

Yes. You can submit a return that is in any stage of completion.

Documents submitted to 1040SCAN™ should be scanned in black and white at 300DPI.

No. Documents do not need to be organized nor do separator pages need to be inserted prior to scanning. Multiple documents, however, must not be combined on a single scanned page
(e.g., a W-2 and a 1099 should not be scanned on a single page)

Yes. Click on the Register your interest link and a SurePrep Representative will contact you.

No. 1040SCAN™ is a fully automated OCR application that does not result in your clients' data being viewed by anyone outside your firm.

No. Since using 1040SCAN™ does not result in the disclosure of client data to anyone outside your firm no special disclosure or consent is required.

Yes. 1040SCAN™ has an intuitive interface and is simple to use so all the training that is need is a basic introduction class that takes less than 4 hours. The 1040SCAN™ Help system provides easy to follow step by step instructions on submitting, reviewing, and completing 1040SCAN™ jobs to assure your success after the training is complete.