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Step 2 - Verification

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
Keyboard Shortcuts
 Keyboard Shortcut icon icon in the upper-right corner of the screen to review these features.
Select the keyboard shortcut

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
 +
ENTER
Move the cursor to the next field. Yellow fields will become green once pressed.
R
+
D
Mark as reviewed.
C
+
D
Clear page data.
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
.
D
+
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Mark page as superseded.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.

This article applies to:

  • PRODUCT: SurePrep
  • Sub-Product: 1040Scan

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