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  - Automatically identifying superseded documents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    issues (e.g., superseded documents, duplicate amounts, non-matching social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
  -  1099-RRB
  -  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
  -  8283: Non-Cash Contributions
  -  Schedule - H
  -  Letters from Charitable Organizations (Cash)
  -  MA 1099-HC: Individual Mandate – Massachusetts Health Care Coverage
  -  1065B
  -  Resident State K-1s:
     -  CA
     -  IL
     -  MA
     -  NJ
     -  NY
     -  OH
     -  PA
     -  VT
     -  WI
     -  Available for 2009 tax returns:
        -  AL
        -  AR (1065)
        -  DC (1065)
        -  KY
        -  MS (1065)
        -  VA
        -  WV (1065, 1120S)
  -  Nonresident State K-1s (except for GoSystem Tax RS):
     -  CA
     -  IL
     -  MA
     -  NJ
     -  NY
     -  OH
     -  PA
     -  VT
     -  WI
     -  Available for 2009 tax returns:
        -  AL
        -  AR (1065)
        -  DC (1065)
        -  KY
        -  MS (1065)
        -  VA
        -  WV (1065, 1120S)

• Brokerage Statements
  -  2 Journal SQ Plaza
  -  ADP Clearing Services
  -  A.G. Edwards
  -  Ansel C Bunch
  -  Allen & Company LLC
  -  Ameriprise Financial
  -  Ameritrade
  -  AmSouth Investment Services, Inc.
  -  Associated Trust Company
  -  AXA Advisors, LLC
  -  Banc of America Investment Services, Inc.
  -  Bancnorth
  -  Bank of America
  -  Bank Of America Private Wealth Management
  -  Bank Of Hawaii
  -  Bank Of New York
  -  Bank Of Texas, N.A.
  -  Banktrust
  -  Barclays Capital Inc.
  -  BB&T Capital Markets
  -  Bear, Stearns Securities Corp
  -  Berkshire Bank
  -  Bergen Capital
  -  Bessemer Trust
  -  Bnp Paribas
  -  BNY Mellon
  -  Boston Private Bank & Trust Co
  -  Boston Trust & Inv. Mgmt Co.
  -  Brinker Capital Securities
  -  Brokersxpress
  -  Brown Brothers Harriman
  -  C.L. King & Associates, Inc.
  -  Cambridge Appleton Trust.
  -  Capital Guardian Trust Company
  -  Capital One, N.A
  -  Charles Schwab
  -  Chase Investment Services Corp
  -  Chevy Chase Trust
  -  Citibank Cash Management
  -  Citigroup – Smith Barney
  -  City National Bank
  -  Citimortgage
  -  Clearview Correspondent Services LLC
  -  Coastline Trust ompany
  -  Colorado State Bank & Trust, N.A.
  -  Community Trust & Investment Company
  -  Compass Bank
  -  Coral Gables Trust Company
  -  Country Trust Bank
  -  Credit Suisse Securities (USA) LLC
  -  Crews & Associates Inc
  -  Crowell, Weedon & Co.
  -  Curian Clearing, LLC
  -  Cypress Trust Company
  -  D.A. Davidson & Co.
  -  Davenport
  -  David Lerner Associates
  -  Day Pitney LLP
  -  Deutsche Bank Securities
  -  Douglas K Hall
  -  Draper & Company
  -  Eastern Bank
  -  Edward Jones
  -  Eagle Family Of Funds
  -  Emmett A Larkin Company, Inc.
  -  Encore Bank, National Association.
  -  Enterprise Bank And Trust Company
  -  E-Trade and other brokerages with same format
  -  Fagenson & Company
  -  Ferris Baker Watts, Inc
  -  Fidelity Distributors Corp
  -  Fidelity Investments
  -  Fifth Third Bank
  -  Finemark National Bank And Trust
  -  First American Bank
  -  First Business Trust Investments
  -  First Clearing, LLC
  -  First Financial Trust & Asset Management Company NA
  -  First Hawai An Bank - Trust Division
  -  First Niagara Bank
  -  First Tennessee Bank
  -  First Trust Corp- Fiserv Trust Co.
  -  First United Bank And Trust
  -  Fiserv Securities, Inc.
  -  FMS Bond
  -  FMS Bonds INC
  -  Foliofn Investments
  -  Genworth Financial Trust Co.
  -  Gibraltar Private Bank & Trust
  -  Goldman Sachs And Company
  -  Grand Bank & Trust Of Florida
  -  Guardian Trust Company
  -  H M Payson & Co
  -  H&R Block Financial Advisors
  -  H.G.Wellington & Co. Inc.
  -  Haldor & Co
  -  Hancock Bank Of Louisiana
  -  Harborside Financial Center
  -  Harris Bank N.A.
  -  HCFP Brenner
  -  Hennion & Walsh, Inc.
  -  Hilliard Lyons,Inc.
  -  HSBC Bank
  -  HSBC Securities (USA) Inc.
  -  Huntington National Bank
  -  ING Direct
  -  Institutional Brokerage & Sales
  -  Integra Bank
  -  Intrust Bank
  -  J.P. Morgan Clearing Corp.
  -  James W. Giddens, Lbi Trustee
  -  Janney Montgomery Scott LLC
  -  Jefferies & Company, Inc.
  -  Johnson Bank
  -  JP Morgan Private Bank
  -  Key banc Capital Markets
  -  Key Private Bank
  -  Lazard Capital Markets LLC
  -  Legent Clearing, LLC.
  -  Legg mason
  -  Lehman Brothers and other brokerages with same format
  -  Lombard Securities Inc
  -  LPL Financial Services
  -  Manufacturers
  -  Marshall & Ilsley Trust Co, N.A.
  -  MB Financial Bank, N.A.
  -  Mellon Trust Of NY
  -  Merrill Lynch
  -  Mesirow Financials
  -  Mitchell Sinkler & Starr
  -  ML Stern & Co., LLC
  -  Morgan Keegan & Company, Inc.
  -  Morgan Stanley
  -  National Advisors Trust Company
  -  National City bank
  -  National Financial Services and other brokerages with same format
  -  Natl. Investor Services Corp
  -  NBC Securities, Inc
  -  Neuberger Berman, LLC
  -  Northwestern Mutual
  -  Northwestern Mutual Investment Services, LLC
  -  Old National Trust Company
  -  One & Co
  -  Oppenheimer
  -  Option Express
  -  OptionsXpress, Inc.
  -  Pacific Capital Bank. N.A.
  -  Park National Bank
  -  Penson Financial Services Inc
  -  People's Securities Inc.
  -  Pershing Advisor Solutions
  -  Pershing LLC
  -  Petrologistics
  -  Philadelphia Trust Company
  -  PNC Investments and other brokerages with same format
  -  Primevest Financial Services
  -  Prudential Bache Commodities, LLC
  -  Putnam Investment
  -  Raymond James Financial Services and other brokerages with same format
  -  RBC Dain Rauscher
  -  Resources Trust - Fiserv Trust
  -  Ridge Clearing & Outsourcing
  -  RIM Securities
  -  Robert W. Baird & Co.
  -  Rockland Trust
  -  Romano Brothers & Co
  -  Sabal Trust Company
  -  Sanford C Bernstein & Co. LLC
  -  Scott & String Fellow Inc
  -  Scaup & Co.
  -  Scottrade, Inc.
  -  SEI Private Trust Company
  -  Spinnaker Trust
  -  SouthWest Securities
  -  Stellarone Bank
  -  Stephens Inc
  -  Sterne Agee & Leach, Inc.
  -  Stiffel Nicolaus
  -  Stock Yards Bank & Trust
  -  Stockcross Financial Services
  -  Synovus Trust Company, N.A.
  -  T D Waterhouse
  -  TD Bank, NA
  -  The First Company - Centier Bank
  -  The Glenmede Trust Company, N.A.
  -  The Northern Trust Company
  -  The Pennsylvania Trust Company
  -  The Private Bank & Trust Company
  -  The Security National Bank Of Sioux City
  -  The Trust Company Of Oxford
  -  The Trust Company Of Vermont
  -  The Vanguard Group
  -  The Washington Trust Company, Agent
  -  TIAA-Cref Trust Company
  -  Trust Company Of Illinois
  -  U.S. Bank
  -  U.S. Trust
  -  UBS Financial Services Inc.
  -  USAA Federal Savings Bank
  -  USAA Investment Management Company
  -  Usbancorp Investments, Inc.
  -  Vanguard Brokerage Services
  -  Virginia National Bank
  -  Wachovia Securities
  -  Wachovia Trust - NSG Tax
  -  Welch & Forbes
  -  Walnut Street Securities
  -  Washington Trust Bank
  -  Waters Parkerson & Co. Inc
  -  Wedbush Morgan Securities
  -  Wells Fargo
  -  Wells Fargo Bank, N.A.
  -  Whitney National Bank
  -  William Blair & Co, LLC
  -  Wilmington Trust Company

• 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
• UltraTax (Available for 2009 tax returns)
• 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.