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Step 2 - Verification

Submitting clients' binders

After verifying all amounts and source document data, you can submit the client's binder to continue to the next step in the Review Wizard process. Before attempting to submit the binder, be sure that all of its pages have been verified.
note
Once a binder is submitted, you cannot return to the Verification step of the Review Wizard process. After reviewing all binder data, select
SUBMIT
to begin advancing to the next step.
Once you are certain that all values have been verified for accuracy, select
SUBMIT
 in the Verification Wizard toolbar.
Select SUBMIT to skip the Verification Wizard.
If there are any uncertain amounts in the binder you'll see the
Resolve fields
 dialog box appear to alert you of this. You will have the option to review these uncertain fields on a case-by-case basis. select
RESOLVE
 if you'd like to review these uncertain values, or select
CONTINUE
 if you'd like to proceed without.
note
Pages marked as
Bookmark with Identifier
,
Prior Year
,
Not In Proper Order
, or
Incorrect SSN
 will not trigger the Resolved fields dialog box if the fields are uncertain, empty, mandatory, or do not meet business rules.
Resolve fields window
Once you've resolved all uncertain fields and all data has been verified, the
Verification
 dialog box will appear asking you to confirm your choice to submit.
Verification window
If you'd like to proceed to the next step in the Review Wizard select
CONTINUE
. If you'd like to remain in the Verification step select
CANCEL
 to return to the Review Wizard.
Select CONTINUE

This article applies to:

  • PRODUCT: SurePrep
  • Sub-Product: 1040Scan

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