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Step 2 - Verification
The
Verification
wizard displays all uploaded pages. During this step, you can verify the accuracy of each text field and the amount that was captured by optical character recognition (OCR). You can correct mistakes and manually capture any fields that might have been missed. You can also review the document associations and manually associate non-standard documents.Fields highlighted in Green, Yellow, and Aqua Blue are verified by OCR.
- Pink: Indicates a field auto-verified using the PDF's text layer.
- Blue: Indicates Proforma data.
- Green: Indicates a field OCR is certain about that field and requires verification.
- Yellow: Indicates a field OCR is uncertain about that field and requires verification.
Fields highlighted in pink are auto-verified using the PDF's text layer. Auto-verified pages are hidden from verification by default; to view auto-verified pages, select
Show Page(s)
menu on the toolbar, then select Auto Verified
or All
.
note
Auto-verified (Native PDF) pages won’t be reviewed (that is, signed off) by SurePrep during verification unless it appears for review under
In Verification
. You can add SurePrep barcodes on pages that require special attention from SurePrep. SurePrep only captures information for certain standard documents:
- IRS Forms
- Tax software organizer pages
- Consolidated Brokerage Statements (e.g., 1099-B)
- Grantor Letters
- Government output forms (e.g., Form 1040)
Non-standard documents won’t have any information captured.
See a full list of covered forms/documents.
Additional information:
- Keyboard Shortcut for Step 2: Verification Wizard
- Reviewing data in Verification
- Verification Wizard toolbar
- Editing fields
- Change document or form type
- Skipping the Verification Wizard
- Deleting transactions
- Working with references
- Matching security descriptions
- Matching masked EINs
- Tax Year in the Verification wizard
- Capture Supplemental K-1 Data
- Submitting
This article applies to:
- Product: SurePrep
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