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06 September 2008

Re: [taxchat] Form conversion

I have shown my client what was created with the help of this forum. They are ecstatic. I greatly appreciate the free help I got here. I've always felt that this type of forum was to better all of us by all of us sharing with each other. It frustrates me from time to time when someone in a group offers some help that allows others to have partial training and when the request is made to help some more the response has been that for money the help will be given directly to the individual off list. I for one have offered to pay persons for their time when it was obvious that they went the extra mile to help. Not one person that I've made the offer to on this list or any other has done more then to say that some day they will be needing my help so no charge. Jo Jo and Michael I deeply appreciate what each of you offered up for me to get this project done. The time I spent before your help was getting ridiculous. With your help I was able to get back to other work I had put aside. To those that offered more help on other issues for a fee I hope that this forum has paid dividends in learning that you couldn't acquire at any cost.

On 8/28/08, Michael S. Mermelstein, CPA <mike@mh-cpa.com> wrote:

It was ABBYY Finereader v 9.0 Professional Edition.  They have a lesser version that we haven't had as much success with.  This version let's you outline areas, insert divider lines etc.  Converts to Word, Excel...Well worth the price.
 
Michael S. Mermelstein, CPA
Miami, FL

From: taxchat@yahoogroups.com [mailto:taxchat@yahoogroups.com] On Behalf Of JoJo Zawawi
Sent: 08/28/2008 Thu 4:52 PM

To: taxchat@yahoogroups.com
Subject: RE: [taxchat] Form conversion

 

Awesome !  What was the software ?
 
JoJo
................................................................................................................
 
 
 
-----Original Message-----
From: taxchat@yahoogroups.com [mailto:taxchat@yahoogroups.com]On Behalf Of Robert Lukey
Sent: Thursday, August 28, 2008 1:47 PM
To: taxchat@yahoogroups.com
Subject: Re: [taxchat] Form conversion

I want to say thank you to Michael M as he offered to try using software he had to convert my file. I sent him a copy of the file and I now have a very usable Excel worksheet with minimal clean up as compared to the PITA I was going through.

On 8/28/08, JoJo Zawawi <kuchekesha@earthlink.net> wrote:

What a PITA.  I hope it works out without too much trouble !
 
Cheers,
JoJo
................................................................................................................
 
 
 
-----Original Message-----
From: taxchat@yahoogroups.com [mailto:taxchat@yahoogroups.com]On Behalf Of Robert Lukey
Sent: Thursday, August 28, 2008 9:06 AM
To: taxchat@yahoogroups.com
Subject: Re: [taxchat] Form conversion

I started doing that. With your suggestion of scanning and converting to an Excel file I wound up with most of the formatting going into Excel but I have been entering all the data into the various cells since no data came through. Some of the formatting was messed up also but not badly. I stayed at the office over an hour later then normal trying to get a clean scan that could be used but the best I got was most of the formatting but none of the typing. This AM I am going to try one more time to convert. Thanks for that suggestion as I had noted the icons at the bottom of Scansoft but I had never used them. That's a great tool for files that can be converted. Especially because of the possible time to be saved if the conversion works well.

On 8/27/08, JoJo Zawawi <kuchekesha@earthlink.net> wrote:

Geez, with all that, it almost seems like it would be faster to just type it into Excel !  :O
 
JoJo
................................................................................................................
 
 
 
-----Original Message-----
From: taxchat@yahoogroups.com [mailto:taxchat@yahoogroups.com]On Behalf Of Robert Lukey
Sent: Wednesday, August 27, 2008 9:46 PM
To: taxchat@yahoogroups.com
Subject: Re: [taxchat] Form conversion

I already tried multiple times to Scan the file and convert it by using the Omni Pro software that came with my own version of Excel. It only gave me a rudimentary set up so I am currently working with that file to fill in all the missing info.

On 8/27/08, JoJo Zawawi <kuchekesha@earthlink.net> wrote:

To clarify when I said "then you copy all of it" -- that's Control-A (to select all) and then Control-C (to copy all).
 
So you start by scanning in the text.  Now you have a doc that looks like this:
 
cash on hand
cash in bank
contracts in transit
total cash and contracts
etc....
 
Select it all and click on Tables, Create Table.
 
Then add your extra columns.
 
Then copy and paste that table into an Excel spreadsheet.
 
You can copy and paste any table anywhere you want in the Excel spreadsheet, including the next columns over to the right (i.e., the LIABILITIES column from your form, and then the INCOME STATEMENT from you form).  Just make each a table in Word and then copy and paste it into the Excel spreadsheet.
 
Cheers,
JoJo
................................................................................................................
 
 
 
-----Original Message-----
From: taxchat@yahoogroups.com [mailto:taxchat@yahoogroups.com]On Behalf Of JoJo Zawawi
Sent: Wednesday, August 27, 2008 9:25 PM
To: taxchat@yahoogroups.com
Subject: RE: [taxchat] Form conversion

Does your scanner have the option of scanning directly to a Word document ?  If so, you might be able to pull it into either a columns format or a tables format ?
 
Actually, that gives me another idea.  Scan the text in as text, then suck it up into a Word doc, select it and put it into tables, add the missing columns.  Maybe that can then convert over into Excel.  Do you follow me ?  You just want the text from the main columns, linearly (in a word doc).  Then you select (highlight) all of it.  Then click on Tables, Create Table.  That will create a one-column table with each line item as its own row.  Then you right-click and add the missing columns.
 
Then you copy all of it (control-A) and then just paste it into a blank Excel worksheet.  I just successfully copied and pasted a Word table into a blank Excel worksheet, so it definitely works.  You get most of the work done easily that way, and then you just have to add in the tiny columns manually.
 
Cheers,
JoJo
................................................................................................................
 
 
 
-----Original Message-----
From: taxchat@yahoogroups.com [mailto:taxchat@yahoogroups.com]On Behalf Of Robert Lukey
Sent: Wednesday, August 27, 2008 9:09 PM
To: taxchat@yahoogroups.com
Subject: Re: [taxchat] Form conversion

If John doesn't have any ideas as to why I'm getting the message I am, would you mind please??????

On 8/27/08, JoJo Zawawi <kuchekesha@earthlink.net> wrote:

I won't spend any time on this unless you ask again, in case John's suggestion works !
 
Cheers !,
JoJo
................................................................................................................
 
 
 
-----Original Message-----
From: taxchat@yahoogroups.com [mailto:taxchat@yahoogroups.com]On Behalf Of John Ring
Sent: Wednesday, August 27, 2008 7:46 PM
To: taxchat@yahoogroups.com
Subject: Re: [taxchat] Form conversion

Robert
 
Go to investintech.com they have a trial version that will do what you want.
 
John Ring EA

We are including the following sentence to comply with U S Treasury regulations. Any U S Federal Tax Advice contained in this communication (including any attachments or enclosures) was not intended or written by the author to be used, and cannot be used, for the purpose of (1) avoiding penalties that may be imposed on a taxpayer or (2) promoting, marketing, or recommending to another party any transaction or other matter addressed herein.

--- On Wed, 8/27/08, Robert Lukey <rlukey@gmail.com> wrote:
 
From: Robert Lukey <rlukey@gmail.com>
Subject: Re: [taxchat] Form conversion
To: taxchat@yahoogroups.com
Date: Wednesday, August 27, 2008, 8:16 PM

It's a hard copy form that I have scanned in. After that it doesn't want to become an Excel worksheet that is usable.

On 8/27/08, JoJo Zawawi <kuchekesha@earthlin k.net> wrote:
What do you mean, a form ?  Printed, on disk (what format) ?  If printed, what format is it in (columns, paragraphs, etc.) ?
 
Cheers,
JoJo
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-----Original Message-----
From: taxchat@yahoogroups .com [mailto:taxchat@yahoogroups .com]On Behalf Of Robert Lukey
Sent: Wednesday, August 27, 2008 4:35 PM
To: taxchat@yahoogroups .com; Taxlist@yahoogroups .com
Subject: [taxchat] Form conversion

I have a form a client gave me and I was wondering if there is an easy way to convert it into an Excel spreadsheet?
--
Robert Lukey EA CPA

 





--
Robert Lukey EA CPA





--
Robert Lukey EA CPA

Unless expressly stated otherwise in this communication, this advice is not
intended to be used, and cannot be used, for the purpose of avoiding federal tax penalties.

This electronic communication (including any attachments) may contain proprietary, confidential or privileged information. This communication is intended only for the use of indicated e-mail addresses. If you are not an intended recipient of this communication, please be advised that any disclosure, dissemination, distribution, copying, or other use of this communication or any attached document is strictly prohibited. If you have received this communication in error, please notify the sender immediately by reply e-mail and promptly destroy all electronic and printed copies of this communication and any attached documents


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IRS Circular 230 Disclosure: Unless expressly stated otherwise in this transmission, any tax advice contained herein, forwarded with or attached to this message was not and is not intended to be used, nor may it be relied upon or used, by any taxpayer for the purpose of (1) the avoidance of any tax-related penalties under the Internal Revenue Code or applicable state or local tax law provisions, or (2) promoting, marketing or recommending to another party any tax transaction or tax-related matters that may be addressed herein.



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