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1040SCAN Review Wizard

Step 3 - Superseded Documents

This
Review Wizard
 step identifies potentially duplicate copies of source documents.
If two or more documents have the same
Form Name
 and belong to the same individual, then they are identified as potential duplicate forms.
To view the shortcut keys for this review wizard, select
Tips on Using Shortcut Keys
.
Select the checkbox next to the superseded document (that is, the one that is not going to be entered into the tax return). This will add the text
(Superseded)
 after the document’s page number.
Data from superseded documents is not entered into the tax return.
Select
Cancel
 or press
Alt
 +
C
 to close the
Review Wizard
 without saving any of the work performed.
Select
Finish Later
 or press
Alt
 +
F
 to close the
Review Wizard
 after saving all of the work performed.
Select
Next
 to continue or press
Alt
 +
N
.
All forms marked as
Superseded
 by the system are bookmarked in the category
Superseded Documents
 under the
Unused
 category of the DreamWorkpapers.
In case of forms that are auto duplicated and marked as
Superseded
, then such forms are associated under the
Superseded Documents
 section of the
Unused
 node in SPbinder.

Update field value

If you erroneously made a verification error in the
Step 2 Verification
 wizard, then you now have the ability to correct the field or value in post verification wizards like
Superseded Documents
, CFA (Child Form Association), Duplicate Data, NFR (New Form Review), and Tax Exempt Income.
To update the field in post verification wizards, double-click the document to view the source document in the
Document Viewer
 window.
Right-click the field that you want to update, then select
Edit
 on the shortcut menu.
On the
Edit
 window, select or enter the correct value then select
Save
.
Example 1:
Example 2:
Additional references:
  • Removing Superseded stamps from SPbinder

This article applies to:

  • Product: SurePrep

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