In your ProSeries HomeBase, review the Tax Import Scanned Documents Status column.
- Processing: This status indicates scanned source documents have been submitted and are currently being processed. The program will check the status periodically and change the status when the job is ready.
- Ready for Import: This status indicates your job has successfully processed and the data is ready to be reviewed and imported into the return. To begin reviewing and importing the data, click the Ready for Import hyperlink in the client list. You'll be taken to the Pre-Import Tool.
- Import Complete: (Open Review Files) This status indicates that data has been successfully imported into the client's return. If a partial import is performed, you can't return at a later time and import the remaining data. Select from Multiple Jobs... will appear when more than one job has been submitted for a client. To view the status of each job, click the hyperlink to open a window where you can see the status of each job. The same statuses will appear in this window as defined in this list with one exception:clients whose job is Processing won't appear here until the processing is complete and they're Ready for Import.
- Failed Job, Please Submit Again: This status indicates that the job that you submitted couldn't be successfully processed. Make sure that your scanned documents aren't password protected and were scanned at 300 dpi in black and while. Check the readability of the documents, make corrections, and re-scan if necessary. Then, resubmit the documents for processing.