This article explains how to delete a document you’ve scanned with the document scanner in install the Motorola Symbol scanner and configure settings to work with CrossLink TaxProAlliance.
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** It’s not possible to delete a scanned document. However, you can associate the scanned document with another tax return. If you want to delete a scanned document, the easy way is to associate the scanned document with a test tax return. ** |
📖 Step 1: Create a “test” tax return
From the WIP, click Add New.
Type “1111111111” in the Social Security number box and the Confirm box and then click OK.
Click Save.
Click Close.
📖 Step 2: Associate the scanned document with the test tax return
On the Utility menu, click System Utilities.
Click Scanned Documents and then click Run Utility.
Click Go.
In the list, click the scanned document you want to delete.
Click Move.
In the SSN box, type 111111111 and then click OK.
📖 Step 3: Delete the test tax return
Open the tax return for Social Security number 111-11-1111.
On the Return menu, click Delete Return.
When the Delete Return box appears, click Yes.
| Tip |
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You have now successfully deleted the scanned documentEnsure the scanner unplugged before installation and is a supported scanner. CrossLink software requires the DS6707-DC or DS8100 (Zebra). ** |
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\uD83D\uDCD8 Driver Download & Installation –
Browse to the program website at http://www.taxproalliance.com.
Click Affiliate Login.
Enter the Username and Password then click Login.
Navigate to the right under Tax Software click Download Desktop Software.
Scroll down and find under Drivers → Snapi Drivers for Windows 10
If prompted, click Save to save the file. Once the file has finished downloading open the file.
Locate the file Snapi_Drivers.zip and right click Extract all…, check the Show extracted files when complete checkbox, and then click Extract. A window will pop up showing the extracted files once complete.
Double click "Motorola_Scanner_SDK_(64bit)_v2.06.0001.exe" to begin installation wizard. If a Security Warning window appears, click Run. Complete the setup wizard.
\uD83D\uDCD8 Scanner Configuration –
Now, plug in your device into the computer. Wait until the scanner beeps.
Depending on the model scanner, we must scan the appropriate barcodes to properly configure the scanner.
Scan the appropriate Set Defaults barcode. Wait for two separate sequences of beeps from the scanner.
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Please appropriately scan according to the model number. Wait for two separate sequences of beeps from the scanner. The second set of beeps should be low/medium/high beeps. Four long low beeps indicate an error. |
Next, scan the SNAPI with imaging barcode.
| Note |
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Please appropriately scan according to the model number. Wait for two separate sequences of beeps from the scanner. The second set of beeps should be low/medium/high beeps. Four long low beeps indicate an error. |
\uD83D\uDCD8 Verify Scanner Functionality –
Open CrossLink 1040.
Start a new tax return, or open a test return.
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Do not use a real return, as the scanned document cannot easily be deleted!! |
Click Document Archive from the Attached Forms.
In the Archived Documents Listing, click Scan.
Click Snap. This is also where we can change the type of document we are scanning in.
If you want to save the file, click Save.
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Scanner is now set up to import documents directly to CrossLink. |