Review Tree - Unreviewed Fields Created by

OCR
: This level helps to review the work done by OCR.
note
When Outsourced or 1040SCANverify returns are submitted by SurePrep, the user won’t have to review any fields under this node. These fields will be reviewed by SurePrep staff in the Outsource/1040SCANverify preparation process. Hence "0" appears in parentheses against this review node.
User
: This level lists all the fields referenced by the Preparer.
note
When Outsourced binders are submitted by SurePrep, the user won’t have to review any fields under this node. These fields will be reviewed by SurePrep staff in the Outsource preparation process. Hence "0" appears in parentheses against this review node.
SP
: For outsource binders which are submitted by SurePrep, all the fields added by SurePrep will be shown in the SP category under 
Unreviewed Field(s) Created by
.

Mark as reviewed

Select the
Expand
icon  to expand 
Unreviewed Field(s) Created by
 in the
Review Tree
.

The number in the parenthesis which appears beside the
Unreviewed Field(s) Created by
category shows the sum of all the unreviewed fields created by OCR and User.

Select the
Expand
icon  to expand a category under 
Unreviewed Field(s) Created by
.

Select the
Expand
icon  to view documents with unreviewed fields.

To view unreviewed fields, select the
Expand
icon  on the documents, and then select the
Unreviewed field
icon .

That particular reference will be outlined in black on the document image.

To mark an unreviewed field as reviewed, hold the
Ctrl
 key and select the reference itself in the image area. Alternatively, right-click the field in the
Review Tree
and select
Mark Field as Reviewed
on the shortcut menu.

Once the field is marked as reviewed, it disappears from the
Review Tree
and the border color of the reference changes from Black to Green.

To review all the fields simultaneously for an Input Form, right-click the Input Form name and then select
Mark all Field(s) as Reviewed
.

To mark all the fields as unreviewed for re-review purposes, right-click the category description which appears under the main category of
Unreviewed Field(s) Created by
, and select
Mark all Field(s) as Unreviewed
.