CCH® ProSystem fx Scan

CCH? ProSystem fx? Scan

Release 12.0 December 2016

Welcome to CCH ProSystem fx Scan v12.0

This bulletin provides important information about Scan v12.0. Please review this bulletin carefully. If you have any questions, additional information is available on CCH Support Online.

New in this Release

Save Annotations Check Box A new firm-wide option to not display the Save annotations for items check box on the Tax Import Summary screen of the AutoFlow Wizard is now available. This option eliminates the possibility of individual users erroneously generating a PDF file via the AutoFlow process that does not display highlights for autoflowed information. The option Hide "Save annotations for items" is on the General Settings tab in Scan Administrator and is not enabled by default.

Export to Clean Copy Using PDFlyer, you can now save a PDF file copy in which all annotations, markups, and comments have been removed. This function permanently eliminates all highlights, tickmarks, connectors, sticky notes, calculator tapes, and status indicators while retaining existing bookmarks. To prevent accidentally cleansing your working copy, when you select the Export to Clean Copy button, the system prompts you to save the clean copy as a new file before performing the cleanse.

Dynamically Resize Calculator Tapes You can now dynamically resize a PDFlyer calculator tape printed to PDF. Select the calculator tape and drag a corner to make the tape larger or smaller. You can also adjust the length and width by using the appropriate sizing handle.

Additional Fields AutoFlowed for Form 1040 Returns ? The Account Number field now autoflows for Form 1099-MISC and Form 1098. This addition improves form linking during the AutoFlow process. It also provides useful information by appending the account number to the bookmark description in the resulting PDF file.

? The Verification Code field now autoflows when it is provided on Forms W-2, copies B and C. The Internal Revenue Service is partnering with selected payroll services providers to include a 16-digit verification code on a limited number of W-2s provided to employees. The purpose of this test is to verify the authenticity of W-2 data as part of a series of steps to combat tax-related ID theft and refund fraud.

Account Number Available in AutoFlow Diagnostics Spreadsheet An Account Number is now provided, when available, in addition to the Issuer Name on the Missing Items tab of the AutoFlow Diagnostics spreadsheet. This feature can help you determine which source documents received in the prior year have not yet been provided for the year being autoflowed.

Known Issues Fixed in this Release

G&L Transactions PDF file The PDF file produced during the AutoFlow process which contains images of detailed brokerage transactions has been renamed from G&L Transactions.pdf to Brokerage Transactions.pdf. This change alleviates e-file errors related to the use of an ampersand in the name of an attached file.

Improved Linking of Masked Social Security Numbers during AutoFlow Improved linking of masked social security numbers ensures that current year information is linked with the correct prior-year information during the AutoFlow process.

Persist Location of the Add Field Window The Validation area of the AutoFlow Wizard now remembers the last-used location of the Add Field window and displays the window in this location for future sessions.

Installing Scan

Online Software Delivery We deliver all software exclusively through downloads. For more information on online software delivery, including FAQs and system requirements, please visit . Catalog updates are available via the Scan Support Web site or through automatic updates in Scan Administrator. They are delivered weekly, as needed, from January through April 15. Our policy is to support forms for the current tax year and the two prior tax years immediately preceding it. This policy ensures accuracy and minimizes catalog size and download times.

Supported Environments Beginning with this release, the following are now supported:

? Microsoft? Windows? 10 for Scan Administrator

? Citrix? XenApps 7.6 to 7.9 for PDFlyer

Please refer to the Scan system requirements page at CCH Support Online for additional information.

Installation Instructions For detailed installation instructions, refer to the CCH ProSystem fx Scan v12.0 User Guide. This document is also available from the Documentation link on the main installation window. Brief instructions have been included below for your reference.

Installing Scan Administrator If you are updating from a previous version of Scan, the installation automatically detects a previous version of Scan and removes it.

Note: Scan is memory and CPU intensive. We recommend that you do not install Scan on a server or workstation that houses other critical applications, as it will degrade the performance of the other applications. Scan can be installed on a high-end workstation, if necessary, to avoid this issue. Import, Export, and Archive folders can be located on a separate server or file share.

Microsoft? .NET Framework 4.5.2 must be installed on the server or dedicated workstation running Scan Administrator. If you have not already installed .NET Framework 4.5.2, it is installed for you during the installation process.

For additional assistance, contact Customer Support at 1-800-PFX-9998 (1-800-739-9998).

The following steps guide you through installation of the Scan Administrator program files if you do not use a Scaled Server installation. If you use a Scaled Server installation, refer to the CCH ProSystem fx Scan v12.0 User Guide.

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1. Log in to the server or dedicated workstation where you plan to install Scan v12.0. Verify that your account has Administrator rights.

2. Download and launch scan_us_12.0.0.x.exe. 3. Click Yes to run Setup.exe. 4. Click Install CCH ProSystem fx Scan. The installation wizard displays. 5. Click Yes to continue the installation without disabling your antivirus. Click No to stop the installation. 6. Click Next. 7. Review the License Agreement and accept the terms of the agreement. 8. Click Next. 9. To change the destination folder where Scan is installed, click Browse and navigate to or enter a new location. The default Import,

Archive, and Export folders are added to the Scan shared folder as part of the installation process. 10. Click Next. 11. Click Install. Wait for the installation to complete. 12. Select the permission key option for this installation. 13. Click Next. 14. Select Reboot now to complete the installation process. You must restart your computer before you can configure Scan

Administrator and before you can install Scan Workstation. 15. Click Finish. Installing Scan Workstation If you are updating from a previous version of Scan Workstation, the installation automatically detects the previous version of Scan Workstation and removes it. Microsoft? .NET Framework 4.5.2 must be installed on each workstation running Scan Workstation. If you have not already installed .NET Framework 4.5.2, it is installed for you during the installation. To install the Scan Workstation program files, do the following: 1. Browse to \\\Workstation and launch ProSystem fx Scan Workstation.exe. The installation wizard displays. 2. Click Next. 3. Review the License Agreement and accept the terms of the agreement. 4. Click Next. 5. To change the destination folder where Scan Workstation is installed, click Browse and navigate to or enter a new location. 6. Click Next. 7. Click Install. Wait for the installation to complete. 8. Click Finish.

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Installing PDFlyer Install PDFlyer on workstations licensed for Adobe? Acrobat? Standard or Professional, version X or higher. PDFlyer will not run with Adobe? Reader?. Microsoft? .NET Framework 4.5.2 must be installed on each workstation running PDFlyer. If you have not already installed .NET Framework 4.5.2, it is installed for you during the installation. To install the PDFlyer program files, do the following:

1. Browse to \\\Workstation and launch PDFlyer.exe. The installation wizard displays. 2. Click Next. 3. Review the License Agreement and accept the terms of the agreement. 4. Click Next. 5. To change the destination folder where PDFlyer is installed, click Browse and navigate to or enter a new location. 6. Click Next. 7. Click Install. Wait for the installation to complete. 8. Click Finish.

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