Use DataSnipper to perform tax inspection procedures over any type of document, using Snips and Smart Search to extract, cross-reference, and evidence key information.
What the video covers
The video walks through a full tax inspection workflow in DataSnipper, showing how to import client documents, apply Text Recognition where needed, and create Text, Validation, and Exception Snips that link Excel cells to the underlying evidence. It also demonstrates how Smart Search surfaces every occurrence of a term or balance across the imported documents so each one can be cross-referenced.
Prerequisites
Supporting documentation from your client
List of aspects or data fields to inspect
Steps
Click Import documents and select the files for inspection. DataSnipper prompts you to apply Text Recognition (OCR) to any documents without a text layer, such as scanned documents or images. Applying OCR improves search and extraction quality.
Select Text Snip and click the cell you want to link. Draw a rectangle over the relevant data on the document. The extracted data appears in the cell and is linked to that location.
Adjacent cells fill automatically as you continue snipping.
For non-text elements such as signatures, use Validation Snip to evidence that they meet expectations, or Exception Snip if they do not. These snips reference the location without extracting text.
Using Smart Search
Click the cell containing the term you want to find, or type it into the Smart Search bar. DataSnipper shows all occurrences across every imported document. Create Text Snips or Validation Snips directly from the search results to cross-reference each occurrence.