Tag: Scanned Doc

We have found that the Close Window button in the Scanned Document tab works differently based on the scenario:

Can we have documents scanned right into the TaxSlayer application or do we have to scan them to a computer first before we can upload them into TaxSlayer?

You cannot scan right into TaxSlayer.  You must scan the documents and save the PDF to a secured location.  Once you start the return and complete the personal information section,  you can upload the PDFs from  your secured location.

What type of documents can I upload?

PDF is the only format that we support.

Issue #5408 – Once you have edited or created a template that has the Scanned Document feature selected, editing the template will remove the check.

Workaround:  Create or edit the appropriate security template; select the box for Scanned Documents, Click save.   DO NOT edit the template.  If you do, please remember to check the box again.