Change document or form type

Ability to Change the Association and Reference of the Document:
  • You can change the association of a document if the document is associated under the wrong document type or form type.
  • If the Interest income document is wrongly associated under Dividend income form, then you can rectify it by selecting the correct option from the 'Form Type' dropdown.
  • The Document Type is correctly selected as 'Source Document'. Select Form type as 1099-INT – Interest Income.
    Note:
    Entering the document type name will jump to that option in the Document Type picklist.
  • A message window appears 'This will delete all the data on this page. Do you want to continue?'
  • Select 'Yes' to delete all the data on the page for the Dividend form created by OCR.
  • It then gets replaced by a blank Interest form (the form selected in the Form Type dropdown).
  • You can now manually place references for this form as explained earlier.
  • Data entered manually will be displayed in black color.

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