Step 1 - Pre-Verification

Engagement information

Pre-Verification screen overview

Upon opening, the Review Wizard will display a list of values that we recommend you verify for accuracy based on the results of the OCR. When selected, each listed value will appear to the left of the Document Viewer displaying the page of the source document that the listed value was captured from.

note
You can review the brief instructions found below
Pre-Verification
before starting the pre-verification process. Select
Instructions
to collapse/expand these instructions when necessary.

Values that the OCR has flagged as needing verification will be listed following the
Pre-Verification
instructions. Each listed item will consist of:
A
Thumbnail
taken from the source document
The
Form Type
that this value was extracted from
The
Field Name
and value field that require your attention

Once a
Thumbnail
is selected, the source document from which the image was captured will appear in the Document Viewer.

The page number corresponding to the
Field Name
of the selected item will appear at the top of the document.

If you would like additional context for the listed value, you can use the navigation bar to select to a different page or enter the page number into the
GO TO
field to instantly jump to that page.

You can use the Document Viewer Toolbar to adjust the zoom and orientation of the Document Viewer to best suit your needs.

If necessary, select the View Source Document  icon or press the
CTRL
+
SHIFT
+
1
 keys on your keyboard to open the source document in a new window.

When using the
CTRL
+
SHIFT
+
1
 keys to view your source document, make sure you don’t have a Field Name selected to the left. This will avoid adding an unwanted V to the selected field.

Completing the Pre-Verification process

To begin the verification process, select a value listed to the left to open it in the Document Viewer. By default, the top-listed value will be selected, however, you can select any listed value that you choose to review first.

note
You can place your mouse over a thumbnail of an entry and the Review Wizard will display a zoomed-in view.

Once the original page of the source document opens in the Document Viewer, you will see a highlight on the value that was flagged by the OCR.

Verify that the value displayed in the
Field Name
field matches the value present in the source document. If the value found in
Field Name
is correct, you can select
VERIFY
to indicate that you've verified that the value was read correctly by the OCR.

note
You can press the
Enter
key on your keyboard to verify the selected field and automatically go to the next entry requiring your verification. Learn more about
Keyboard Shortcuts
in the Review Wizard.
There may be times when the OCR incorrectly scans a value from the source document.

If the value found in
Field Name
is incorrect, you can select into the field and edit the value.

Once the correct value is provided, select
VERIFY
to indicate that you've provided the correct value.

If you prefer to verify multiple values at once, or if you trust the OCR to scan the values of the source document correctly, you can use the
VERIFY ALL
feature to instantly mark all of the listed values as (
VERIFIED
).

If the value captured by the OCR is not relevant to the client's tax return, you can select
DELETE
for the listed entry.

The
Marking for Deletion
window will appear asking you to confirm your choice to delete this value. Select
OK
to confirm your decision to delete, or select
CANCEL
to close this window without deleting this entry.

note
You can select the
Do not show this again.
checkbox before making your decision if you don’t want to see this window in the future.
Deleted entries will remain listed, but there will be a badge indicating that it is
MARKED FOR DELETION
and the ability to edit the value will not be available.

If a value was erroneously marked for deletion, you can select
UNDO
to restore this value in the list.

Once all of the listed values have been marked as
Verified
, the
VERIFY ALL
feature will update to
VERIFIED ALL
.

What's next?