Fujitsu ScanSnap Home, VITA Program, How to Scan Documents for the VITA Tax Program

Gies' Volunteer Income Tax Assistance (VITA) program runs every Spring semester. Gies faculty and students assist taxpayers in the community with preparing their taxes. This tutorial outlines the steps for scanning documents to the secure Box folder the preparers use.

On the university laptop, open ScanSnap Home from the taskbar icon or the icon on the desktop.

Select the ScanSnap icon in the taskbar.

Select the ScanSnap Home icon on the desktop.

Place the document(s) in the feeder tray, text-side face down. Make the document(s) as straight as possible.

In ScanSnap Home, click the "Open scan window" button.

Select "Open scan window".

Confirm that “VITA Scans” is the selected scan profile. All scanning MUST be done in this profile.

Confirm VITA Scans is the selected profile.

In ScanSnap Home, click the "Scan" button.

Note: If you have multiple documents from a taxpayer, place all of them in the feeder tray with the first sequential page at the bottom and the final page closest to you. The text-side of the page must be face down.

To begin the scan, select the Scan button. Place all taxpayer documents in the feeder at the same time.

Once all pages have been scanned, review each page for legibility, pages out of order, or missing/cut-off sections.

If you need to delete the current scans to re-do them, select the delete button.

Select the delete button to remove the current scan before redoing.

When preparing to save, review the title of the file. Add the taxpayer's Last Name and First Name to the filename and then click "Save."

Make sure the Tax Payer's name is recorded in the file name before saving. Last name and First name should be recorded.

Remove the pages from the output tray and return them to the taxpayer.

Close ScanSnap Home with the "X" button at the top-right.

To exit ScanSnap Home, select the X at the top right.

Note: If anything needs to be re-done, alert the coordinator to delete the PDF and start over from Step 1.

Start over from Step 1 for the next taxpayer.

Fujitsu ScanSnap Home, VITA Program, How to Scan Documents for the VITA Tax Program

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