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K-1 Reclass

Add references

To capture amounts and add a reference to a document, go to the
INDEX TREE
, then select a document to view it in the
Document Viewer
 window.
Document Viewer in SPbinder
On the
FORMS
 tab, select an
Input Form
 to place the reference.
Select an Input Form
Blank
Input fields
 display on the right side of the
FORMS
 tab.
Blank Input fields
Follow these steps to automatically add a reference to the source document:
  1. Select the
    Add
     icon Add icon next to the
    Input Field
    .
  2. To highlight the whole amount on the source document, select and drag the mouse pointer from the top left to the bottom right until the amount is highlighted in blue.
note
To manually add a reference, select once on the source document and enter the value manually in the
Input Field
.
Select the Add icon to add a reference
If OCR reads the data correctly, then a reference will be added to the right side of the value on the source document and the value for that field will be populated in the input form.
The
Add
 icon Add icon will change to
Delete
 icon Delete icon.
AD reference on source document
If OCR is not certain about the scanned data, a pop-up will appear giving you an option either to choose the
OCR Value
 or
Suggested Value
.
OCR value on source document
The fields for
OCR Value
 and
Suggested Value
 are editable. You can edit and choose either of these fields by selecting the
OK
.
Select OK
If you select multiple amounts vertically and the OCR is not certain about scanned data, a window will appear with suggested rows filled out. You can select
OCR Value
,
Suggested Value
, or
Skip Value
.
Select between OCR Value, Suggested Value, or Skip Value
You can also skip OCR by manually placing a reference on the document. With the Add icon selected, choose the source document without dragging it over the amount.
When the reference is placed on the document, no amount will be populated in the
Input Field
 until entered manually.
Input field
note
If a non-numeric value is entered in the field for amounts, then a
Invalid Amount
 window appears and the text box border for that value will change to Red.
Warning of an invalid amount
With the OCR referencing method you can add references only to the PDF, TIFF, TIF, and Email documents.
Placing references on the Excel file will automatically capture the cell data.
For Word documents after placing the references, you will have to manually enter the data.
Reference Types
Types of References:
  • Red references
    : Used for the calculation of lead sheets as well as for porting data into the tax application.
  • Blue references
    : Only used for porting data into the tax application and not for calculation of lead sheets.
  • Orange references:
     Only used for calculation of lead sheets but not for the porting of data into the tax application.

This article applies to:

  • PRODUCT: SurePrep
  • Sub-Product: SPbinder

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