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Home > Tax Workflow Resources > Tax Document Automation > Adobe White Paper
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FREE White Paper

Five Essential Techniques for Preparing Returns Using Scanned Tax Documents

Preparing and reviewing returns in a paperless tax workflow is easy with a few simple tools and techniques. This white paper provides the five essential techniques for using Adobe® Acrobat® Standard when preparing returns using scanned tax documents. You'll learn how to:

  • Set up and use Adobe Acrobat Standard for tax preparation
  • Add annotations and comments to PDF source documents
  • Review annotations and comments in PDF source documents
  • Edit and customize bookmarks in PDF source documents
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