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Step 6 - New Form Review (NFR)

New Form Review
 (NFR) wizard enables source documents to be associated with a Proforma Form. When you see that an unmatched document matches a proforma form, you can match these 2 in this step.
New Form Review Wizard

New Form Review (NFR)

Upon loading the NFR wizard, your screen will be segmented into 2 parts: 
  • The
    New Form Review
     panel: This panel will additionally be separated into the
    Proforma Forms
     section listing all proforma'd forms and the
    Unassociated Documents
     section listing all pages of the source documents that haven’t yet been matched.
  • The document viewer panel to review the contents of the unmatched source document of your choice before matching it to a proforma form.
Panels in the NFR Wizard
Source documents appear in the
Unassociated Documents
 section only if the form category for that source document has proforma forms that appear in the
Proforma Forms
 section.
note
To view the shortcut keys for this review wizard step, select the
Keyboard Shortcut
 icon.
Associating Unassociated Documents to a Proforma Form
Users can select a document from the
Unassociated Documents
 section and the corresponding
Proforma Form
 you intend to associate it with, then select the middle
Arrow
 NFR arrow icon icon to add this form to the selected Proforma Form.
note
When an unmatched document is selected, its potential proforma forms will expand and be bolded in the
Proforma Form
 section.
Workflow in the NFR Wizard
Users will see a notification if the attempted association can't be completed due to incompatibility. When this happens, select a new proforma form to associate this document to.
Notification that the selected for is incompatible for matching.
Alternatively, users can undo a matching they performed erroneously by selecting the source document from the
Proforma Form
 section, and then selecting the middle
Arrow
 icon to remove the selected page to the
Unassociated Documents
 section.
Form disassociation in the NFR Wizard
Update a form name
If the proforma form name is not the same as the source document name, you can change the name of the proforma form after associating the respective source document to it.
Right-click the proforma form, then select
Edit
to begin changing its name.
Select Edit
The
Edit Form
 window will appear.
Edit Form window
Edit the name of this form in the
PAYER'S Name
 field, then select
SAVE
 to save your changes. The change in the proforma form name will now be reflected in the
New Form Review
 panel.
Make updates in the Edit Form window.
If you've resubmitted the document with additional documents, then on a subsequent submission you can view the prior submission pages in the New Form Review wizard. Select the
Show Auto-Matched
 checkbox. The prior submitted pages will appear with the
PS
 icon next to them. 
PS badge appearing once user selects the Show Auto-Matched checkbox.
You can't disassociate prior submission pages from the
Proforma Forms
 panel. When you try, you will see a toast notification appear at the bottom of your screen indicating so.
Notification that the Prior Submitted documents cannot be disassociated.
Will I need to assign these forms every year?
You don’t have to match these documents to proforma’d forms every year. Instead, they’ll get associated automatically if the document comes with the same description as the current year.
In the New Form Review wizard, source documents may automatically get associated with a proforma Input Form.
Select the
Show Auto-Matched
 checkbox to expand the
Proforma Forms
 section.
note
This checkbox will be selected by default if all source documents have been automatically matched to their proforma forms by the system and no additional documents need to be matched manually in this step (that is, no source documents appear in the Unassociated Documents section).
Reselect the Show Auto-Matched checkbox

When does the NFR wizard appear?

When does the new form Review wizard appear?
Situation
Manual matching required?
NFR outcome
SPBinder and tax return
Documents are 100% matched to proforma based on a few parameters (like TSJ, Account number, EIN, etc.)
No
1040SCANverify & 1040SCAN PRO: NFR won’t appear.
Documents have been correctly matched to the proforma form and the data exports to the correct line in the tax return.
New tax return file with no proforma forms.
No
Documents will be created as new lines in the
Index Tree
 and the tax return since nothing in proforma.
N/A
Documents couldn’t be fully matched automatically using the applied parameters (like TSJ, Account number, EIN)
Yes
1040SCANverify & 1040SCAN PRO: A firm verifier
must review the attempted matching and complete
 the matching if necessary.
1040SCANverify: If the attempted matching is not reviewed/completed by a firm verifier, the user must make changes in the binder and/or tax return.
The documents couldn’t be matched
Yes
1040SCANverify:
Matchings must be completed by a firm verifier.
1040SCANverify: If matching is not completed by a firm verifier, changes must be made in the binder and/or tax return.

Update field value

If you erroneously made a verification error in the
Step 2 Verication
 wizard, then you now have the ability to correct the field or value in post-verification wizards like Superseded Documents, CFA (Child Form Association), duplicate data, and NFR (New Form Review).
  1. To update the field in post-verification wizards, open the document you'd like to update in the document viewer panel.
    Document appearing in the document viewer
  2. Right-click the field that you want to update, then select
    Edit Value
    .
    Select Edit Value
  3. The
    Edit Value
     window will appear. Here, you can review the
    FORM
    ,
    FORM NAME
    , and
    FIELD
     for further context.
    FORM, FORM NAME, and FIELD fields
  4. 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.
    VALUE dropdown in the Edit Value window
  5. Once the correct value is provided to the
    VALUE
     field, select
    SAVE
     to save your changes and return to the wizard.
    Select SAVE

Mark document as Superseded

If you erroneously forgot to mark the page a superseded document in the
Step 2 Verification
 wizard, then you have the opportunity to mark the documents as a superseded document in post verification wizards like CFA (Child Form Association), and NFR (New Form Review).
  1. Open the document you'd like to mark as superseded in the document viewer panel.
    Document Viewer window
  2. Select
    Mark as Superseded
     from the options listed.
    Select Mark as Superseded
  3. The
    SUPERSEDED
     stamp will appear on the document, and a toast notification will appear indicating that this document has been marked as superseded.
    SUPERSEDED badge and a notification that the document data will not be captured

Mark document as Prior Year

If you erroneously forgot to mark the page as a prior year document in the
Step 2 Verification
 wizard then you have the opportunity to mark the documents as a prior year document in post verification wizards like CFA (Child Form Association), and NFR (New Form Review).
  1. Open the document you'd like to mark as a prior year document in the document viewer panel.
    Document in the document viewer
  2. Select
    Mark as Prior Year
     from the
    Mark Document As
     dropdown menu.
    Select Mark as Prior Year
  3. A toast notification will appear indicating that this document has been marked as a
    Prior Year
     document.
    Notification that the document's data will not be captured.
Prior Year Information in SPbinder
In SPbinder, documents marked as a prior year document will appear in
INDEX TREE
,
Prior Year Information
.
Prior Year document in SPBinder

Merge Form

During the verification process, some multi-page documents may have been separated into multiple document sets due to the identifier fields (SSN, Payer's Name, EIN, Ownership code, Account Number) being mismatched from 1 page to another. In the NFR step, you can merge split documents back into a single document form.
To select documents from anywhere in the list, hold the
Ctrl
 key and select the documents you want to highlight. Release the
Ctrl
 key after you have selected all the documents.
Merge Proforma forms and Unmatched Documents
note
Only documents of the same Form Type can be merged.
Right-click one of the highlighted documents, and select
Merge
.
Select Merge
The
Merge Documents
 window will appear asking the user to select the parent document that the other documents should be merged with. All selected documents will adopt the identifier fields(SSN, EIN, Payer's Name, Account Number) of the parent document.
Merge Documents window
A warning message will appear in the
Merge Documents
 window if any of the selected documents contains mismatching identifier fields. Overriding these identifier fields is permanent and can't be undone.
Warning that identifier fields do not match
Select the document from the
SELECT DOCUMENT
 dropdown menu to allocate one of the selected documents as the parent document.
Select
MERGE
to confirm the merging of the documents you selected. If you'd like to cancel the merge, select
CANCEL
 to return to the wizard. asdf check where they return to
Select Document then select MERGE

What's next?

Once all of the values have been verified for accuracy, this binder is ready for the next step - Finalization. Users can select
NEXT STEP
 at the bottom of the screen to move this engagement to the next wizard.
note
Once a binder advances to the next step, it can't return to the New Form Review wizard so confirm that you are ready to proceed.
Select NEXT STEP

This article applies to:

  • PRODUCT: SurePrep
  • Sub-Product: 1040Scan

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