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1040SCAN Review Wizard on Web

Step 3 - Superseded Documents

When two or more documents contain duplicate identifier records such as Form Name or Ownership, Review Wizard will flag them as potentially duplicates. When this happens, the Superseded Document step will appear for users to review these cases and mark the necessary pages as superseded.
note
If no duplicate pages were detected, the Review Wizard will skip this step and proceed to the next wizard.

Superseded Documents wizard

The screen will be segmented into 3 parts: the
Superseded Documents
 panel listing the pages that were flagged as potentially duplicates, and the 2 document viewer panels to compare the flagged pages.
Superseded documents and document viewer panels
To view the shortcut keys for this review wizard, select the
Keyboard Shortcut
 icon Keyboard Shortcut icon.
note
A summarized version of instructions will appear in the
Superseded Documents
 panel. You can review these instructions, then select the -/+ icon to collapse or expand these instructions and make space for more pages.
Select the Instructions for the Superseded wizard
The pages that Review Wizard believes to be duplicates will be sorted based on their
Form Type
 and listed in the
Superseded Document
 panel to the left. You can select the
Arrow
 icon for a given
Form Type
 to collapse this folder and view another one.
Expand a document

Marking pages as Superseded

After locating a
Form Type
 that you would like to review, you can select the page number you'd like to review first. This selected page will become bolded in the
Superseded Documents
 panel and will appear in the left-most document viewer panel.
note
Duplicate pages will be listed next to each other in the
Superseded Documents
 panel.
Selected page appears in the document viewer
Once the duplicate pages are next to each other, you can compare each document's values to ensure that they are indeed duplicates of each other.
Compare the source document information
If you deem a page a duplicate, select the checkbox next to this page in the
Superseded Documents
 panel. This will mark the page as
SUPERSEDED
 in the document viewer panel, and the
SS
 SS badge badge will appear next to this page to indicate that this is superseded.
note
Data from superseded documents is not entered into the tax return.
Document marked as superseded
All forms marked as
SUPERSEDED
 by the system are bookmarked in the
Superseded Documents
 category under the
Unused
 category of the DreamWorkpapers. In case of forms that are auto-duplicated and marked as
SUPERSEDED
, then such forms are associated under the
Superseded Documents
 section of the
Unused
 node in SPbinder.
List of Superseded Documents
note
The data from the pages associated under the
Superseded Documents
 folder gets deleted from all areas of the SPbinder like leadsheets.
For In-house verification, select to refer to the matrix that will guide you on handling the documents appearing in this wizard.

Update field value

If you erroneously made a verification error in the
Step 2 Verification
 wizard then you now have the ability to correct the field or value in post-verification wizards like Superseded Documents, CFA (Child Form Association), Duplicate Data, NFR (New Form Review), and Tax Exempt Income.
  1. To update the field in post-verification wizards, go to the document you'd like to update in the document viewer panel.
    Fields that require an update
  2. Right-click the field that you want to update, then select
    Edit Value
    .
    Select Edit Value
  3. The
    Edit Value
     window will appear. Here, you can review the
    FORM
    ,
    FORM NAME
    , and
    FIELD
     for further context.
    Enter new value into the value field.
  4. Once the correct value is provided to the
    VALUE
     field, select
    SAVE
     to save your changes and return to the wizard.
    Select SAVE

What's next?

Once all of the values have been verified for accuracy, this binder is ready for the next step - Verification. Users can click
NEXT STEP
 at the bottom of the screen to move this engagement to the next wizard.
note
Once a binder advances to the next step, it cannot return to the Superseded documents wizard, so confirm that you are ready to proceed.
Select NEXT STEP to proceed.

This article applies to:

  • PRODUCT: SurePrep
  • Sub-Product: 1040Scan

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