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Navigating the Validation Window

The Scan Validation window includes three panes.

• List of Forms Pane. This pane displays in the upper-left corner of the window. It contains a list of the tax forms where extracted data. The form that is currently selected in the CCH Scan Validation window is highlighted in gray. Tell me more about the information listed for the forms.

Column	Description
Form name	Displays the name of the government form. If there are multiple forms of a particular type (for example, if a taxpayer has T4 slips from more than one employer), each form is listed separately. An exclamation mark displays beside fields or forms in which CCH Scan detects potential errors. If the only potential error CCH Scan detects is in a blue defaulted field, the exclamation point will not display.
Identifier	The identifier is usually the name of the entity that issued the form. This field is useful for distinguishing multiple forms of the same type (for example, T4 slips from different employers).
Page	Indicates which page this form falls on in the PDF generated by CCH Scan. If a form includes two pages, each page number is listed. Note: If a form includes more than two pages, the page number for the first page of the form is listed.

Note: There may be instances where an extractable form  does not show in the List of Forms pane. To display it, right-click a line in the List of Forms pane, and then select Show all forms. The form will display on the List of Forms pane. You can manually enter the data in the Validation pane.

• Validation Pane. This pane displays in the upper-right corner of the CCH Scan Validation window. This pane lists all the fields that were extracted from the selected form. You can correct the extracted data in this pane as needed. If a form is skipped, the fields on the Validation pane will appear in orange. Tell me more about the information listed for the forms.

Column	Description
Field	Lists the fields for which CCH Scan extracted data. The field that is currently selected for validation is highlighted in blue. The icon displays next to fields where CCH Scan detects incorrect formats. If these fields are not corrected, they will not be imported into Tax. If Scan detects errors in a blue defaulted field, the exclamation point will not display.
Value	Lists the values extracted by CCH Scan for the field. Corrections can be made in the column as needed.
Image	Displays the scanned image of the field's value.

• Scanned Tax Form Pane. This pane displays at the bottom of the window. It displays the scanned image for the selected form. A red box highlights the selected field. If a form is skipped, the data extracted on the Scanned Tax Form pane displays in orange.
  

To make the contents of the Scan Validation window easier to read, you can change the font, enlarge the contents of the panes, or modify the size of individual panes. For instructions on changing the way the Scan Validation window panes display, see Customizing the Validation Window for more information.

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