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Leadsheets

Review leadsheets

If the leadsheet is linked to a source document with references placed on it, you can review the leadsheet by:
  • Reviewing Fields
  • Reviewing Sheets

Review Fields

To select a field as reviewed, select to select the cell which needs to be reviewed and press
Ctrl
 +
left-click
. This will place a check mark () on the cell indicating that the field is reviewed.
To review multiple cells at once, select and drag to select multiple cells at once, and then press
Ctrl
+ left-click
.
The linked reference on the document image area, the field in the input form area and the form in the
Review Tree
 will automatically get reviewed when you select a field as reviewed in a leadsheets and vice-versa.
As soon as a field is marked as reviewed in a leadsheet:
A checkmark () appears at the top left of the cell indicating that the field is reviewed.
The border of the reference checkbox linked to that reviewed field will change to green.
The field will be reviewed and disappear from the
Unreviewed Field(s) Created By
 category in the
Review Tree
.
The border of the input field box color will change to green.
If all the fields on the Leadsheet have been reviewed then a check mark will appear in the
All Fields Reviewed
 column in the
Review Sheets Summary
 sheet.
View details on 'Review Sheets Summary
To select a field as unreviewed, select the cell which needs to be marked as unreviewed, and press/hold
Ctrl + left-click
 in that cell. The reviewed check select () will get removed when the field has been marked unreviewed.
The linked reference on the document image area, the field in the input form area and the form in the Review Tree will automatically get unreviewed when you select the field as unreviewed in a leadsheet and vice-versa.
Additional check marks for reviewing
In addition to reviewing leadsheets with green check marks, you can also place orange and blue check marks in the cells. This lets users the flexibility to select cells in the Leadsheet as reviewed at multiple levels.
To place an orange or blue check select, right-click the cell and select the required checkmark.
To remove the check mark, right-click the cell and select the same check mark again.
The check marks placed in the
Leads
 won’t impact the workpapers or the
Review Tree
.
Fill color option in Leadsheets
The
Fill Color
 option in the leadsheet lets you fill the cells with a preferred background color in order to make the review process easier.
To fill color, right-click the cell and select
Fill Color
 on the shortcut menu.
If you want to select a different color, select the picklist icon next to the paint icon on the shortcut menu. When you view the color palette, select on a color to select it.
The fill color of the cell is reflected in the 2050 DreamWorkpapers.

Reviewing Sheets

Once all fields are verified, you can collectively select all fields on the leadsheet as reviewed.
To review a particular leadsheet, select the
Reviewed
 checkmark on the upper left corner of that leadsheet.
Reviewed leadsheets can also be seen in the
Review Sheets Summary
 tab. Leadsheets that are reviewed will show a checkmark on the
Sheet Reviewed
 column along with the date and time in the
Date & Time
 column.
If the sheet is re-reviewed, then the system will update the latest reviewed date and time. This will be tracked and saved for each user.
Select here to know more about the Review Sheets Summary.
You can access
Review Sheets Summary
 from any sheet when you select the leadsheet name on each leadsheet and vice versa.
Review Sheets Summary
Review Sheets Summary
 is the first leadsheet in the
Leads
 tab. It shows a summary of all leadsheets that have been reviewed.
All the sheet names are in the form of a hyperlink, which if clicked, leads to the respective sheet. Due to page reduction process rules, if a sheet is hidden, it leads to a sheet where data is populated (for e.g., If the wages sheet is hidden, it leads to 1040 page 1 line 7).
All Fields Reviewed
If a sheet is marked as reviewed, a check mark is automatically added under the
Sheet Reviewed
 column for the respective sheet. The date and time of review will be updated in the
Date & Time
 column.
To unreview a sheet, clear the
Sheet Reviewed
 checkbox for that particular sheet.
On the confirmation window, if you select
Yes
, the reviewed checkmark for that particular sheet is removed. Fields that are impacted in the related sheets are removed as well. This includes automatically reviewed cells (that is, adjusted lead and Form 1040 page 1, 2, and Schedule A).
Review All Sheets
To review all sheets at once, select the
Review All sheets
 button in
Review Sheet Summary
.
This will mark all the unreviewed sheets as reviewed.
Unreview All Sheets
Once all the sheets are reviewed, this button will change to
Unreview All sheets
. Select
Unreview All sheets
 to clear the
Sheet Reviewed
 check marks on all leadsheets.
The following confirmation window appears when you select
Unreview All sheets
 in the
Review Sheet Summary
 tab.

Tracking changes in Leadsheets

Any changes made to a leadsheet after being reviewed are marked with a
Change Tracking
 icon that appears next to each changed field.
A
Change Tracking
 icon is placed (on Form 1040 Page 1, Form 1040 Page 2, Schedule 1, Schedule 2, Schedule 3, Schedule 4, Schedule 5, and, Schedule A of the Leadsheet) when any changes are made in the tax software after the leadsheet has been marked
Reviewed
 or been imported via
Import TR
.
Changes made in SPbinder after the leadsheets have been reviewed will display a
Change Tracking
 icon on the respective leadsheet after you recalculate.
A
Change Tracking
 icon will also appear beside the
Sheet Reviewed
 checkbox in the
Review Sheets Summary
.
When you point to the
Change Tracking
 icon, the tooltip shows the
Old Value
,
New Value
,
Difference
, and the name of the user who has modified the value.
The difference
 appears with a positive value when
Old Value
 is less than
New Value.
Similarly,
Difference
 appears with a negative value when
Old Value
 is greater than
New Value
.
If the modified information is populated from
Tape total
 then the
Change Tracking
 icon tooltip will display
Drill down to List sheet to view the changes
.
Select the link once to view the details in the
List
 tab.
To hide the
Change Tracking
 icon, click the
Hide changes
 button. You can switch between
Show changes
 and
Hide changes
 button to view and hide the changes. By default, the button will be set as
Hide Changes
.
When you
Hide Changes
,
Change Tracking
 icon on the sheet will always be visible. Only the field level changes can be hidden/shown based on the user selection.
The selected option will be remembered the next time a binder is opened for that particular user.
Add Changes
To accept changes made post review, double-click the
Change Tracking
 icon to remove it from that field.
The
Change Tracking
 icon that appears on the sheet level (on the upper left side) is only removed when all changes on the sheet are added and there are no
Change Tracking
 icons left on the sheet.
To add all changes on the sheet at once double click on the
Change Tracking
icon besides the
Reviewed
 checkbox or select the caution icon placed on the
Review Sheet Summary
. This will remove all caution icons from the sheet and also from the
Review Sheet Summary
 against that particular sheet.
Once the changes from the sheet are added, the date and time of last acceptance will be updated in the
Review Sheet Summary
 tab.
To view the deleted items select
View Deleted Items
.
When the
View Deleted Items
 window appears, all the sheets with the list of deleted items will appear in the expanded view.
The field
Description
,
Value
,
Deleted Date
 & time of deletion and
Deleted by
 will be displayed in this window. Double click on the
Change Tracking
 icon to add the deletion.
Once the deleted items are added, those will disappear from the window.
Adding deleted fields removes the
Change Tracking
 icon at the sheet level as well as in
Review Sheet Summary
 in leadsheets.
Unreviewing a reviewed leadsheet with a
Change Tracking
icon displays the following confirmation window:

This article applies to:

  • Product: SurePrep
  • Sub Product: SPbinder
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