Verify documents

After client documents have been processed, either manually or automatically, they’ll appear on the
Verify Documents
task.
This task is where you review the documents they uploaded. A Review Wizard will guide you through documents you need to check for accuracy and completeness before they're imported into the client's return.
  1. In Review Ready, select the
    Verify Documents
    task.
  2. In the
    Actions
    column, select
    Open review wizard
    for the client you want to review.
  3. Continue through the steps in the Review Wizard. Use the Review Wizard Overview if you need more help using the wizard.
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