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1040Scan Review Wizard

Step 1 - Pre-Verification

If 1040SCAN is uncertain about the accuracy of a data field, the field and its related image are displayed for verification. 
This uncertain data can be from 1099 Brokerage Statements, Grantor Letters, Schedule K-1s, 1095-C. In the pre-verification step, you can verify uncertain identifier fields associated with payer's names, account numbers, statement dates, and names of such Brokerage Statements.
When the
Review Wizard
 begins, the highlight is in the 1st field to be verified.
If required, this data can be corrected simply by typing over the displayed value.
This wizard ensures the following:
Verification of the account numbers ensures that pages of the same account are grouped together so that no information is duplicated or left out.
Verification of the statement date ensures that data from only the latest and or final brokerage statement is considered (data for the same brokerage statement with different statement dates is not considered duplicated).
It also avoids unnecessary verification of amounts from such statements that don’t need to be considered in tax preparation for the next wizard.
To view the shortcut keys for the various functions in the
Verification Review Wizard
, select the
Tips on Using Shortcut Keys
 link.
Correct the highlighted value if required and press the
Enter
 key. This will mark the checkbox indicating that the field is verified and then move to the next field. Hitting the
Enter
 key will keep you moving to subsequent fields until all the checkboxes are checked.
To view the entire page of a particular field, select the
View Page
 icon or press
F1
. To close the source document viewing window, select
Close
 or press
Esc
.
If any data doesn’t need to be picked up from any of the source documents for exporting to the tax application, then select
Delete
 on the
Image Viewer
 window. All the fields captured by OCR for this source document will get deleted from the
Review Wizard
.
The checkbox at the top of the
Review Wizard
 can be used to
Select
/
Deselect all
 verification checkboxes.
To delete a field, select the checkbox to the left of the field or press
F4
. The field won’t be available after deletion.
Select
Cancel
 or press
Alt
 +
C
 to close the
Review Wizard
 without saving any of the changes you have made.
Select
Finish Later
 or press
Alt
 +
F
 to close the
Review Wizard
 after saving your corrections.
The
Next
 button will be enabled only when you verify all the fields and mark all the checkboxes next to each field.
After completing verification, select
Next
 to continue or press
Alt
 +
N
.

This article applies to:

  • Product: SurePrep
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