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Step 2 - Verification

Capture Supplemental K-1 Data

You can capture supplemental data for
Schedule K-1
 if the option is enabled on your domain. On the
Engagement Information
 window, you will see the
Capture Supplemental K-1 Data
 checkbox if the option is enabled by your firm. If selected, OCR and verifiers will capture the supplemental K-1 data.
note
OCR will only capture selected variations of supplemental K-1 data.
To capture supplemental data for Schedule K-1, you first enable firm settings.
"Capture Supplemental K-1 data" checkbox
If the
Form Type
 is
Schedule K-1
, then you can scroll down to see additional fields for Schedule K-1 - Supplemental Information.
Schedule K-1 document selected.
OCR will only capture selected variations of supplemental K-1 data. Capturing the variation in Step 2 - Verification helps reclass(assign) the supplemental data in SPbinder.
Selected variations of supplemental K-1 data captured by OCR

This article applies to:

  • PRODUCT: SurePrep
  • Sub-Product: 1040Scan

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