Skipping selected review steps

Follow these steps to specify which review steps should be skipped:
  1. Go to
    FileRoom
    ,
    Admin
    , then
    Review Wizard
    .
  2. Locate the
    Skip Selected Review Steps
    section.
  3. Under
    Applicable for 1040SCAN PRO & 1040SCAN ORGANIZE
    , select the check boxes next to the review steps that you'd like to skip when using
    1040SCAN PRO
    or
    1040SCAN ORGANIZE
    .
  4. Under
     For 1040SCANverify – Review Wizards steps to be completed by
    , select whether you would like
    SurePrep
    to process the post-verification review steps or you would like to complete verification
    in-house
    .
  5. If you selected
    SurePrep
    , all the review steps after verification will be processed by SurePrep. However, in some instances, the
    New Form Review
    and
    Tax Exempt Interest
    wizards may appear at your end for further verification if necessary. You can select the checkboxes to skip the review on your side, however, we recommend not selecting the checkbox to skip these steps.
    You can also choose to auto-export binders to the tax software after they have been verified by SurePrep.
  6. For binders without Leadsheets, if you select the checkbox to skip the review on your side, the data will auto-export directly to the tax software. As a result, some documents data may not export to the desired location in the tax software. We recommend not selecting the checkbox and reviewing the matched data in
    New Form Review
    step.
  7. If you selected
    Inhouse
    , under
    Skip Selected Review Steps
    , select the steps you'd like to skip. SurePrep will process only the
    Pre-Verification
    wizard (Step 1) and
    Verification
    wizard (Step 2).
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