Step 5 - Duplicate Data

If the payer and ownership codes match, the organizer items are marked as duplicates regardless of whether the amounts match or not.
If the amounts match exactly (with a difference of $1 being allowed), the organizer items are marked as duplicate even if the payer and ownership codes don’t match.

Marking data as duplicate

If you need to select multiple source documents, hold 
Ctrl
and select each source document (to select documents one at a time). You can also hold
Shift
and select the 1st and last source documents (to select a range of source documents in between).

Follow the same procedure to select the organizer pages you want to group with the source documents you selected. This will usually be a single organizer page.
With your organizer pages and source documents selected, select 
Match
.

Now you'll see the organizer pages and source documents grouped together with subtotals at the bottom of the group.

Mark the documents you want to consider as duplicates, select the checkboxes under the
Dup
column. The documents you select as duplicates (that is,
Dup
) won’t export information to the tax application.

If you erroneously select both the organizer page and the source documents as duplicates, none of the data will be exported to your tax application.

If you erroneously select the
Dup
checkbox without first matching that document, you will receive an error. Select
OK
and ensure it's matched before you select the
Dup
checkbox.

Be sure to select each category under the
Category
section on the left so you don't miss any potential duplicates.
Once you are done matching the duplicate data, select
Next
to close the
Duplicate Data
step. On the confirmation window, select
Yes
.

Unmarking data as duplicate

Clear the checkbox in the
Dup
column to unmark that organizer page or source document as a duplicate. Now select the organizer page or source document and select
UnMatch
to unmatch it from its current group.
note
An organizer page or source document doesn’t need to be unmatched to unmark it as a duplicate. Clear the checkbox will ensure that its data is exported. However, it's usually easier to understand the information if you unmatch content that shouldn't be matched.

The document will now be unmatched and the checkbox will be cleared.

Go to the
Category
panel.
Right-click the category name, then select
Unmatch
.

Verifying data automatically marked as a duplicate

Select the
Show Auto Duplicate
checkbox on the lower left to see items marked as duplicates automatically. If data was identified as duplicate, the organizer pages and source documents will be matched, and the organizer pages will be checked as duplicate.

If you want to change the duplicate from organizer to source document, manually clear the
Dup
checkbox in the
Organizer Pages
section and select it in the
Source Documents
section.

Be sure to select each category under the
Category
section on the left to see everything marked as a duplicate automatically.
If you want any of the data that was automatically marked as a duplicate to be considered for export instead, you should select it, select 
UnMatch
, and clear the
Dup
checkbox.
Clear the
Show Auto Duplicate
checkbox to hide the duplicate data identified automatically.

Filtering data

Select 
Show Filter
.

Each column will now show an empty field at the top. Type in the fields to filter the data, showing only data that contain what you typed in that field. When you're done, select
Clear Filter
to remove the filter.

Tips to remember

Select
Cancel
 or press
Alt
+
C
 to close the Review Wizard without saving any of the work performed.
Select
Finish Later
 or press
Alt
+
F
 to close the Review Wizard after saving all of the work performed.
Select
Next
 or press
Alt
+
N
 to continue.
Duplicate data won’t be exported to the tax return.
Documents marked as a duplicate will have a 
Duplicate
stamp next to the amount in the SPbinder.
The items are displayed in the following sequence: 1. Automatically marked as Duplicates & manually match as duplicates:- Anything that was automatically marked as duplicate by SurePrep will appear on top, then amounts that a user manually marked as Duplicates.2. Remaining organizer/source documents that weren't matched. 
For In-house verification, refer to the matrix that will guide you on handling the documents appearing in this wizard.

Update field value

Mark document as Prior Year