Keyboard Shortcut for Step 2: Verification Wizard
When reviewing a client's tax documents in Review Wizard, there are various hotkey shortcuts available to help streamline the verification process.
Pre-Verification keyboard shortcuts
When in the
Pre-Verification
phase of the review process, you will be given the following hotkey options. Keyboard Shortcut | Function |
|---|---|
H + K | Open list of hotkeys in Reviewer Wizard. |
E + I | Open engagement information. |
CTRL + ENTER | Verify the currently selected value. |
CTRL + Q | Mark the currently selected value for deletion. |
P + RIGHT ARROW | Page forward. |
P + LEFT ARROW | Page backward. |
P + F | Jump to the first page. |
P + L | Jump to the last page. |
R + LEFT ARROW | Rotate the page counter-clockwise by 90 degrees. |
R + RIGHT ARROW | Rotate the page clockwise by 90 degrees. |
R + UP ARROW | Rotate the image document by 180 degrees. |
Z + RIGHT ARROW | Zoom in by 5%. |
Z + LEFT ARROW | Zoom out by 5%. |
G + N | Next step. |
S + N | Add a comment to the page. |
CTRL + SHIFT + 1 | Open the image viewer in a separate window. |
C + W | Close any open child window or prompt window (i.e. Keyboard shortcut window, separate document viewer window, etc.). |
note
When in Review Wizard, you can click the 
icon in the upper-right corner of the screen to review these features.
Keyboard Shortcuts
icon in the upper-right corner of the screen to review these features.
Post-verification keyboard shortcuts
As you progress to the Verification Wizard phase of the review process, you will have access to further keyboard shortcuts to accompany the added features of this new step. In addition to the
Pre-Verification
shortcuts, users in the Verification Wizard will see the following keyboard shortcuts available.Keyboard Shortcut | Function |
|---|---|
CTRL + . | Navigate to next field with references |
CTRL + , | Navigate to previous field with references |
R + D | Mark as reviewed. |
C + D | Clear page data. |
SHIFT + DELETE | Delete the selected references. |
P + B | Bookmark. |
D + S | Select Document Type - Source . |
D + C | Select Document Type - Consolidated . |
D + O | Select Document Type - Organizer . |
D + N | Select Document Type - Notebook . |
D + W | Select Document Type - GA Work Paper . |
ALT + P | Disassociate Pages. |
P + Y | Mark as Prior Year (First client the page number on the left panel to highlight in gray). |
P + O | Mark page as document not in proper order. |
P + I | Mark page as illegible. |
P + S | Mark page as superseded. |
P + R | Mark page as informational. |
P + N | Mark page as none. |
SHIFT + = | Get Column Total. |
SPACEBAR + ARROWS | Move comment dot using directional arrow keys (Each arrow click moves dot by 50px). |
SPACEBAR + SHIFT + ARROWS | Move comment dot using directional arrow keys (Each arrow click moves dot by 10px). |
Related Content
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Step 2 - Verification
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