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Step 2 - Verification

Replicate templates

The
Replicate Template
 feature lets you copy or add data from 1 page to another page. You can use this feature to replicate templates, which is useful when working with multi-page documents, such as 1099 Consolidated Statements or Schedule K-1.
If a template is missing from 1 or more pages, you can copy it from another page. This eliminates the need to select each document type, form type, and identifier for each page.
The replicated feature copies the document type, form type, identifier data (name, SSN, account number), and certain non-identifier information like the tax year.
Follow these steps to copy template and identifier data from 1 page to another:
  1. Select
    Replicate Template
     .
  2. On the
    Replicate Template
     window, under Step 1, enter the page number for the origin page you want to copy the template from, then press
    Enter
    . In the preview section, you can select the page to see the page preview.
  3. Select pages in a certain range or select the pages manually.

Select pages in a certain range

  1. Select the
    Page Range
     option if you want to copy the template to multiple pages at once.
  2. Enter the
    From
     as a starting page and
    To
     as an end page. Template and identifier fields will be copied to all the pages in that range.

Select pages manually

  1. Select
    Enter Page Number
     if you only want to copy the template to selected pages only.
  2. In the
    ENTER PAGE NUMBER
     field, enter the page number where you want to replicate the data.
    1. You can select multiple pages by entering a comma between page numbers.
    2. Example: 8
      ,
       10
      ,
       12 will only select pages 8, 10, and 12.
  3. Select
    Continue
    .
  4. On the confirmation window, select
    Yes
     to continue.
  5. The
    Document Type
    ,
    Form Type
    , and identifier fields data (Name, SSN, Account Number) will be added to the page.

This article applies to:

  • Product: SurePrep

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