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Step 2 - Verification

Field types and highlight colors in the Verification Wizard

When in the Verification wizard, you can verify the OCR values to ensure your client's data is saved correctly. Imported and scanned values will be denoted in the source document through various highlight colors. A document's fields can be categorized as one of the following:
Table of the 4 types of field types
Symbol
Highlight color
Field Type
Meaning
Proforma'd icon
Blue
Proforma'd Data
Values that have been auto-verified using the PDF's text layer.
Auto-verified triangle
Pink
Auto-Verified
Values imported from the taxpayer's proforma data.
OCR icon
Green
OCR Read Value
Values that the OCR is fairly certain about, but still requires verification.
Uncertain field icon
Yellow
Uncertain Field Type
Values that the OCR is uncertain about, requiring verification.
Follow these steps to open the
Field Types
 window to review a count of each type of field in your clients' binders.
  1. From the Verification Wizard, select
    FIELD TYPES
    .
    Select FIELD TYPES
  2. The
    Field Types
     window will appear. This window lists the 4 field types along with the icon associated with each type.
    Field Types window
    note
    The field count in the parentheses will update as the fields in the binder are processed.
  3. The icons for each field will appear when reviewing the binder's pages in Verification Wizard.
    OCR icon appearing on the Prior Year field

Verifying values from the source document

After identifying the various fields in a client's binder, you can verify these values based on the field's highlight color.
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
.
Pink values
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.
Blue values
If the value in the field to the left of the screen is incorrect, you can select the
Arrow
 Arrow icon icon to open the dropdown menu and select the correct value from those listed.
select new value for blue field
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.
Blue values turned green
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.
Yellow and green values
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.
Updated yellow values
note
You can use the
CTRL
 +
.
 key on your keyboard to move between the fields on a template.

This article applies to:

  • Product: SurePrep
  • Sub-Product: 1040Scan

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