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Step 2 - Verification

Submit data

After verifying all the pages, you can submit the engagement to proceed to the next step in the Review Wizard. Before submitting, ensure you have verified all pages. Once you submit the engagement, you won't be able to return to the Verification Wizard step in the Review Wizard.
  1. Select
    Submit
     after reviewing all data in
    Verification Wizard
    .
  2. Select
    Yes
     to move to the next wizard.
    Select yes to submit an engagement.
  3. The Verification Options
     window appears if any uncertain fields remain unverified.
  4. Select
    Yes
     to continue.
    Select Yes to continue.
    note
    Pages marked as
    Bookmark Only
    ,
    Prior Year
    ,
    Not In Proper Order
    , or
    Incorrect SSN
     won’t trigger this window if the fields are uncertain, empty, mandatory, or don’t meet business rules.
  5. Select
    Yes
     to address an uncertain field (a field marked uncertain by the system). For verification and correction.
  6. Select
    No
     to view fields with uncertain data for verification and correction.
    Select No to return.
  7. Select
    Yes
     to move to the next wizard.
    Select Yes to submit the engagement.

This article applies to:

  • PRODUCT: SurePrep

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