Tax year in the verification wizard

OCR will automatically recognize the tax year from the source document and select the year from the
TAX YEAR
field. If OCR detects a prior year like 2021, then the document will be treated as a prior year document. 
The
TAX YEAR
options appear in the order of
Current Year
,
Prior Year
, then
Subsequent Year
.
OCR will automatically identify the document as a prior year document based on the tax year recognized by OCR. Fields captured by OCR won't be available and is grayed out. Multi-page documents like Consolidated Statements or K-1 will sync automatically based on the 1st page. 
Notes
  • On the Verification Wizard, selecting the prior year or the next tax year from the dropdown menu to indicate the incorrect tax year will turn off the field and data won’t be exported.
  • Estimated State Tax Payment Vouchers for the current year will be turned off automatically when read through OCR.

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