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What Scanner Settings Should I Use for Scanning Documents?

As part of our COVID-19 response, we are asking clients to submit tax information digitally, when possible, via our Document Access Portal, and are making extensive use video or telephone conferences in lue of appointments.<
If you do not have a personal portal setup please use: Document Upload<

Scanning for document management is not the same as scanning for photo editing.

Documents should be scanned as a PDF, in 300 DPI black and white (not grayscale.) This will produce documents that are very readable, a reasonable size, and that will work well with OCR software<

However, check your documents. Some scanners and software are not able to handle the background of colored checks, or turn yellow highlighter marks black. If you need assistance, please let us know.