Step 2 - Verification

Once you finish step 1 pre-verification, you're onto step 2 verification. Displays all uploaded pages for you to verify for accuracy. Here you can view a side-by-side view of document and text field with value captured by optical character recognition (OCR). Make any necessary corrections or added new values that were overlooked. Can also review document associations and manually associate non-standard documents.

Engagement information

Review Wizard will display the name and engagement ID of the client you're currently viewing. Users can select VIEW ENGAGEMENT INFO
to open the Engagement Information
window to view the full information for this client including Client Number
, Filing Status
, PROCESSING OPTIONS
.

Verification wizard toolbar

Once past pre-verification, you're onto the verification step. With verification, you have access to additional features to streamline the process.

Verifying values from the source document

When in the Verification wizard, you can verify the OCR values. Imported and scanned values will be denoted in the source document through various highlight colors:

Highlight color	Meaning
Pink	Values that have been auto-verified using the PDF's text layer.
Blue	Values imported from the taxpayer's proforma data.
Green	Values that the OCR is fairly certain about, but still requires verification.
Yellow	Values that the OCR is uncertain about, requiring verification.

Reviewing pink values

Fields highlighted in pink are auto-verified using the PDF's text layer. Auto-verified pages are hidden from verification by default; to view auto-verified pages, select Show Page(s)
menu on the toolbar, then select Auto Verified
or All
.

note

Auto-verified (Native PDF) pages won’t be reviewed (that is, signed off) by SurePrep during verification unless it appears for review under the In Verification
status of the VIEW PAGES
dropdown menu. You can add SurePrep barcodes on pages that require special attention from SurePrep.

Reviewing blue values

Proforma options for identifier fields (Name
, SSN
, EIN
) will be displayed with a blue highlight.

If the value in the field to the left of the screen is incorrect, you can select the Arrow

icon to open the dropdown menu and select the correct value from those listed.

If the correct value is not listed as an option, you can manually type the correct value in the field. When this happens, the highlight within the source document will be updated to green to reflect this update.

note

You can select a proforma value from the dropdown to revert the highlight to its original blue color.

Reviewing green and yellow values

Green and yellow values have been scanned by the OCR. A green highlight indicates that the OCR is fairly certain the correct value has populated the template value, while a field highlighted in yellow is unsure and requires your review.

note

Even though the green highlighted values are fairly certain, users can still review these fields if they'd prefer to manually verify these values as well.

If necessary, you can make any updates to the fields highlighted in yellow to ensure your client's information is recorded accurately. Once updated, a yellow highlight will become green to denote that the value in the field is now certain.