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Univex NeatScan Exploring the Tax Organizer Window, How do I assign receipts to Tax Categories?

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•Exploring the Tax Organizer Window

The goal of this section is to help you gain a better understanding of the Tax Organizer module; learn how to assign receipts and documents to Tax Categories; and learn to generate and modify reports.

You will find the following topics addressed here:

•Exploring the Tax Organizer Window

•How do I assign receipts to Tax Categories?

•How can I generate reports in the Tax Organizer?

•What can I do with reports?

•How do I work with the Tax Assignment Wizard?

Exploring the Tax Organizer Window

To access the Tax Organizer, click on the Tax Reports tab located at the top of the NeatWorks window. The Tax Organizer window will open.

The Tax Organizer window is easy to navigate once you become familiar with its various screen areas:

•The Tax Report Generator tab allows you to select a report type and time period to generate reports in NeatWorks or export report data to .txf file format, which can be imported into TurboTax and other popular tax preparation programs.

•The Reports Area displays the generated report(s).

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Univex NeatScan, NeatReceipts, NeatDesk Exploring the Tax Organizer Window, How do I assign receipts to Tax Categories?

Contents

What are folders and why do I need them? Welcome to NeatWorksWhere can I get support and updates? Getting Started What do I need to know?Using the Quick Scan Center Using the Inbox Page Page Creating a New Folder 1. To create a new folder, click New, as shown below2. The following screen displays Choosing an Existing Folder File Selected Using NeatWorks FoldersWhat is a folder? Working with FoldersWhat can I do with folders? Creating a New Folder Selecting Grid RowsViewing Multiple Folders Simultaneously Creating a New Folder Selecting Grid RowsEditing Cells in a Folder Adding Comments to a FolderDeleting a Folder Clearing Folder RowsWorking with deleted folders Creating Expense Reports Creating a New Expense ReportSplitting a Receipt Across Multiple Folders Moving a Split Receipt to Another Folder What are Scan To PDF and Export To PDF?For more information, see the following Using Export To PDFUsing Export To PDF Using Scan To PDFTo scan using Scan To PDF, do the following Using Scan To PDF2. Click Export PDF Searchable on the toolbar 2. On the toolbar, click Click Export PDF ReportUsing Expense Report PDF for Receipts and Documents 3. The Export Choices dialog box will open, as shown below 9. Under Image Scaling, choose either Scale To Fit or Crop To Fit 2. Click Export PDF PDF ReportTo use Export to PDF Report for contacts, do the following How do I use Export To PDF and Scan To PDF? Using Scan To PDF How do I import and export folders?Importing Folders Importing Folders Emailing a Folder Exporting to a NeatWorks FileEmailing a Folder To email a folder4. Click Continue 6. Click Continue Exporting to a NeatWorks File2. From the Toolbar, choose Export Receipt or Document Folder File To create an Excel map, do the following Save Exporting to ExcelCreating an Excel Map Creating an Excel Map Updating an Excel Map NameTo create a new template file in MS Office To specify an existing template fileTo create a new template file in MS Office 1. Launch MS ExcelPage All Mappings button You can update an Excel map name whenever you like. To do so Updating an Excel Map Name1. Click the Excel Map dropdown box Exporting to an Excel Map Exporting to CSV Comma Separated Values Exporting to RTF Word, PDF, or HTML9. Under Image Scaling, choose either Scale To Fit or Crop To Fit Exporting QIF Files to Quicken 2005 and Later Exporting QIF Files to Quicken 2004 and EarlierSelected Receipts radio button 4. Click Continue Setting Up a Cash Account in QuickenExporting a QIF File from NeatWorks Setting Up a Cash Account in Quicken2. Choose This account is not held in a financial institution Selected Receipts radio buttonExporting OFX Files to MS Money 7. Choose File Import QIFTips for Working with QIF Files 2. From the Toolbar, choose Export OFX MS MoneyExporting to QuickBooks If you chose QuickBooks Direct 1. The Export Setup screen displays If you chose QuickBooks iifRunning Folder Reports 4. Click ContinueUsing the Report Window Toolbar Running a ReportUsing the Report Window Toolbar Running a Report Saving a Report Page Showing and Hiding Grid Columns Saving a ReportCan I personalize columns and fields? 1. From the Tools menu, choose Show/Hide Columns Folder ColumnsResizing Column Widths Information TabsMoving Columns Understanding and Modifying the User ProfileUnderstanding and Modifying the User Profile Modifying a Column or Field Name1. From the Toolbar, choose Personalize Column/Field Names Modifying the User ProfileWorking With Receipts Why should I run a receipt report? Can I edit vendor names and lists? How do I scan a receipt?How can I work with receipt rows? Where is my information? Using the Scanning and Imaging TroubleshooterTo Open a Folder Create or Select a FolderTo Create a New Folder Verify Data and Add a Vendor NameUsing the Image Adjuster Step A Rotate Your Image Step B Manually Crop the ImageStep D Save Changes to the Receipt Image Best Practice for Using the Image AdjusterStep C Lighten or Darken the Image Working with Receipt ImagesZooming In or Out of a Receipt Image Rotating the Receipt Image1. Click Review and File To zoom in or out on a receipt image in the InboxImporting an Image as a New Receipt Viewing a Receipt in Full Screen ModeChanging the Order of Multiple Scanned Images 2. From the Toolbar, choose Import Import as New ReceiptPrinting a Receipt Image 2. From the Toolbar, choose Import Image to Current ReceiptCombining Receipts Deleting a Receipt Image4. Click Continue Saving a Receipt as a Graphic FileEmailing Receipts 2. Click Delete on the upper right side of the gridSelect a receipt row Edit receipt row cells Add comments to receipts How can I work with receipt rows?Selecting Receipt Rows Adding a new receipt row Move a receipt row to another folderEditing Receipt Row Cells Adding Comments to ReceiptsAdding a New Receipt Row Moving a Receipt Row to Another FolderMoving a Receipt Row to the Document Organizer Deleting a Receipt Row Working with deleted receiptsHow do I find my information? How do I use the Search feature?Viewing Receipts Together from Multiple Folders Finding Missing Key Data in Folders and ReceiptsTo learn how to use search, see the following topics Searching for a Keyword To search for textSearching for a Keyword Searching with the Wildcard Document Organizer fields recognized by Search Category Client Receipt Organizer fields recognized by Search Category ClientPayment Type Project Tax Category TranID User Vendor Document Title Document Type Folder Type Project Tax Category TopicReceipts Searching with the WildcardTo conduct a wildcard search Conducting an Advanced SearchBusiness Cards DocumentsSelected Receipts button Can I print, sort, and split receipts?Printing and Clearing a Receipt Row Column OptionsFormatting Options Sorting Receipt Rows Multiple Sort OrderSort Receipts Splitting a Receipt into Multiple Transactions Page How do I import and export receipts? Importing ReceiptsExporting Receipts 9. Under Image Scaling, choose either Scale To Fit or Crop To Fit Using the Report Window Toolbar How do I run a receipt report?Use the report window toolbar Run a report Save a report 1. On the toolbar, select Reports Receipt Reports Running a Report1. Select a file type from the Save/Export Report As dropdown list Saving a ReportTo save a report, do the following 2. Click Go 3. Navigate to the folder you want to save the file inCan I edit vendor names and other lists? Add an item to a list Edit an item in a list Delete an item in a listOverview of Vendor Names and lists Adding an Item to a List Editing an Item in a List Deleting an Item in a ListCan I personalize columns and fields? Showing and Hiding Columns1. From the Tools menu, choose Show/Hide Columns Receipt Columns Moving Columns1. From the Toolbar, select Personalize Column/Field Names Modifying a Column or Field Namepictured at the bottom of this page Page Page Understanding and Modifying User Rules 1. From the Toolbar, choose Personalize RulesModifying User Rules Understanding the Attached Column Icons Tax Categories versus Regular Categories Assigning Tax CategoriesUsing the Quick Tips Box To assign a tax category for a receipt or document, do the followingHow do I scan a business card? How can I work with my contacts? Using the Business Card OrganizerExploring the Business Card Organizer Window What can I do with my business card images?How can I work with contacts? Exploring the Business Card Organizer WindowHow do I scan a business card? Selecting a Contact Row Editing Contact InformationTo edit contact information in the Contacts Grid Selecting a Contact RowEditing Contact Information To edit contact information in the Contacts Information AreaAdding a Contact without Scanning a Business Card Deleting a Contact2. Click the Delete link on the upper right side of the grid Tools Empty Deleted Items Contacts. Click Yes to confirm Sorting the Contacts GridWorking with Deleted Contacts Sort Contacts Printing a ContactMultiple Sort Order Add a Note for a Contact Mark a Contact as a Quick Contact Adding an Action Item for a ContactAdding a Note for a Contact Email a Contact Mark an Action Item as CompleteContinue Marking a Contact as a Quick ContactEmailing a Contact Marking an Action Item as CompleteZooming a Business Card Image Saving Contact InformationRotating a Business Card Image Viewing a Business Card Image in Full ScreenDeleting a Business Card Image Saving a Business Card Image as a Graphic FileHow do I find my contacts? Using Find Contacts Searching for a Keyword To search for textPayment Type Project Tax Category TranID User Vendor 4. With your cursor still in the Search box, you can press EnterReceipt Organizer fields recognized by Search Category Client Document Organizer fields recognized by Search Category ClientSearching with the Wildcard How do I import and export contacts?Syncing Contacts with MS Outlook Exchanging Contacts Using vCards To conduct a wildcard search2. From the Toolbar, choose Import Contact File Exchanging Contacts with other NeatWorks UsersTo import contacts from a NeatWorks file To export contacts to a NeatWorks fileOutlook Contacts to Sync headingsSyncing Contacts with Plaxo with Plaxo Syncing Contacts with MS Outlook2. Specify the Direction of Sync 3. Specify the Contacts to Sync3. Choose Select From Frequently Used Fields Categories NeatWorks to Outlook Field Mappings To export a contact as a vCard Exchanging Contacts Using vCardsExporting Contacts to PDF or RTF MS Word To import a contact as a vCardExporting to CSV Comma Separated Values 1. From the Tools menu, choose Show/Hide Columns Grid Columns Personalizing the Business Card OrganizerShowing/Hiding Contacts Grid Columns Moving ColumnsUnderstanding the Attached Column Icons Using the Document OrganizerResizing Column Widths From the Tools menu, choose Auto-Size Column WidthsWhere can I find my saved documents? How do I print documents? Exploring the Document Organizer WindowWhat can I do with document images? How do I set up document folders? Exploring the Document Organizer Window How do I scan a document?Rotating a Document Image Zooming a Document Image What can I do with my document images?Rotating a Document Image Viewing a Document in Full Screen Rescanning a DocumentImporting an Image as a New Document Zooming a Document ImageViewing a Document in Full Screen Mode Changing the Order of Multiple Scanned Images2. From the Toolbar, choose Import Image to Current Document 2. From the Toolbar, choose Import Image as New DocumentImporting Additional Images into a Document Row Combining DocumentsCopying and Pasting a Document Separating a Multi-Page Document2. Go to Edit Separate Multi-Page Document Printing a Document ImageSaving a Document as a Graphic File Deleting a Document Image3. Click Delete Current Image Emailing a DocumentHow do I set up document folders? How can I work with document rows?Editing Document Row Cells Selecting Document RowsViewing Documents Together from Multiple Folders Selecting Document RowsAdding Comments to Document Rows Adding a New Document RowMoving a Document Row to Another Folder Moving a Document Row to the Receipt OrganizerDeleting a Document Row Sorting Document RowsWorking with Deleted Documents Multiple Sort Order Where can I find my saved documents? Clearing Documents RowsFind Missing Key Data in Folders and Documents Finding Missing Key Data in Folders and Documents Tools Find Documents Missing Key Data How do I print documents?Selected Documents button Column Options Can I personalize document columns and fields?1. From the Tools menu, choose Show/Hide Columns Document Columns Image OptionsMoving Columns From the Tools menu, choose Auto-Size Column Widths Document Columns1. From the Tools menu, choose Personalize Column/Field Names Resizing Column WidthsPage Page Assigning Tax Categories Using the Quick Tips BoxUnderstanding the Attached Column Icons Tax Categories versus Regular Categories2. From the Toolbar, choose Export Document Folder File .ntf How do I import and export documents?Sharing Documents with other NeatWorks Users Sharing Documents with other NeatWorks UsersExporting Documents to other Format Types Using the Tax Organizer 8. Under Image Options, choose either Scale To Fit or Crop To FitImporting Documents How do I assign receipts to Tax Categories? Exploring the Tax Organizer WindowExploring the Tax Organizer Window How can I generate reports in the Tax Organizer?Selecting a Tax Category for a Receipt How do I assign receipts to Tax Categories?Assigning Tax Categories Showing and Hiding Tax Categories Adding CommentsShowing and Hiding Tax Categories 2. Click on the Show/Hide Tax Items button 4. Click the Hide buttonTo hide a tax category Adding Comments Viewing Quick Tips and Additional IRS InformationHow do I generate tax reports? Zooming a Report Navigating in a Report What can I do with tax reports?Zooming a Report Viewing Corresponding Receipts Viewing Corresponding DocumentsNavigating in a Report EnterViewing Corresponding Documents Viewing Corresponding Receipts1. Click the View Receipts from report button 1. 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YouTwill find two types of cleaning paper in the Welcome KitTTo clean with the alcohol cleaning paperT ScanningTand Imaging TroubleshooterT ITlove the alcohol cleaning paper--where can I get more?TAdditionalTResourcesT ProblemTPoor CroppingTSolutionsTT ExampleTT SolutionTRecalibrateTSolutionTRecalibrateT DescriptionTTWhereTcan I find support and get updates?T System - Advanced - Performance Settings - Data ExecutionSolutionT Prevention.TT T