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.

Duplicate Document wizard

Marking data as duplicate

To mark data as duplicate, the source documents must first be matched to the organizer pages. Once they've been matched and appear in the

MATCHED

panel, you can select the

Dup.

icon for the corresponding data you would like to mark as duplicate.

Once you've selected a category from the
Category
panel, the
MATCHED
and
UNMATCHED
panels will update to display the corresponding data.
You can begin matching documents by scrolling to the
UNMATCHED
panel. Select the checkbox of the
Source Document
that you would like to match together. You can select multiple checkboxes to group your selections.
note
If you'd like to view a document before marking it as duplicate, you can double-click the document title to open it in the
Review Wizard Image Viewer
.

The
TOTAL
will update with each document selected.

Once your source documents are selected, select the
Organizer Page
from either the
MATCHED
or
UNMATCHED
panel that you would like to group with the selected source documents. This will typically be a single organizer page. However, you can select as many as necessary.

Once the organizer page and source documents are selected, the
MATCH
feature will be enabled, letting you match your selections and move them to the
MATCHED
panel. Select
MATCH
to begin matching.

Your selected source documents and organizer pages will now be grouped together in the
MATCHED
panel, and the subtotal for this group will be displayed beneath the list.

To mark a document as a duplicate, select the
Dup.
icon for the corresponding document. The documents you select as duplicates won’t export information to the tax application.

note
If you select both the organizer page and the source documents as duplicates, none of the data in either will be exported to the tax application.
Documents accidentally marked as duplicates can be unmarked as duplicates by selecting the
Dup
icon again.
Once all of the necessary documents in the current category have been marked as duplicate, select
CATEGORY SIGN OFF
to acknowledge that all marking has been completed.

Proceed to the next category in the
Category
panel until all necessary documents have been matched and marked as duplicates.

Unmatching data

Select the checkbox of the
Organizer Page
or
Source Document
you would like to unmatch.
note
Selecting a source document will only unmatch the selected document, however, selecting an organizer page will unmatch all of the documents within it.

Select
UNMATCH
to unmatch your selections.

These documents will now appear in the
UNMATCHED
section, ready to be rematched, if necessary.

Verifying data is automatically marked as a duplicate

Select the
Show Auto-Matched
checkbox and the items that were automatically marked as duplicates will appear in their respective category. 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 the
Organizer Page
to the
Source Document
, manually deselect the
Dup.
icon in the
Organizer Pages
section and instead select it in the
Source Documents
section.

You can clear the
Show Auto-Match
checkbox to hide the duplicate data that was identified automatically.

Filtering data

Select
SHOW FILTER
.

A field will appear on each column title.

Provide values in the fields to filter the records, only displaying data that contains what you typed in that field.

If you no longer need the filter, you can select
HIDE FILTER
to remove the filter.

Update field value

To update the field in post-verification wizards, open the document you'd like to update in the document viewer panel.

Right-click the field that you want to update, then select
Edit Value
.

The
Edit Value
window will appear. Here, you can review the
FORM
,
FORM NAME
, and
FIELD
for further context.

Select the correct value from the options listed in the
VALUE
dropdown menu. If the correct value is not listed, you can type the correct value instead.

Once the correct value is provided to the
VALUE
field, select
SAVE
to save your changes and return to the wizard.

Mark document as Prior Year

Open the document you'd like to mark as a prior year document in the document viewer panel.

Select
Mark as Prior Year
from the
Mark Document As
dropdown menu.

A toast notification will appear indicating that this document has been marked as a
Prior Year
document.

How will duplicates appear in the binder?

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:
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.
Remaining organizer/source documents that weren't matched.
For In-house verification, select to refer to the matrix that will guide you on handling the documents appearing in this wizard.

What's next?