Validation Overview

As a matter of best practice, you should validate data extracted from a scanned image against the original scanned documents. If you find errors in the extracted data, you can correct them manually in the Scan Validation window.

You can validate data:

Your firm should set its own standards when validation should occur.

You do not need to have Personal Taxprep installed on your workstation to validate extracted data. Validation can be performed on any computer running CCH Scan Workstation.

Customizing the Validation Window

Validating Extracted Data

Navigating the Validation Window

Adding a Field or a Group of Fields for Extraction


For more assistance, select Help > CCH Scan Help Topics, or contact us using the link below.

Customer service and technical support