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Review Tree

Review Tree - Unreviewed TR Stamps

Unreviewed TR Stamps
 category shows a list of
T/R (Tax Return)
 stamps placed in the binder by OCR or by a user if they use this stamp in their preparation of the workpapers. 
The T/R stamp has the following benefit:
  1. Indicates that the data is picked up by OCR.
  2. Let's the reviewer view any unreviewed T/R stamps in the
    REVIEW TREE
    . You can point to the T/R stamp on the documents to see a tooltip with the captured data.
note
For leadsheet binders, T/R stamps appear with red Red reference or blue Blue reference references. These stamps don’t appear in the
REVIEW TREE
.
Follow these steps to review T/R amounts:
  1. Select the
    Expand
     icon Expand icon to expand the
    Unreviewed T/R Stamp(s)
     category.
    All T/R stamps marked on the source document images will appear.
    note
    The number in the parenthesis besides the
    Unreviewed T/R Stamp(s)
     category shows the total number of T/R stamps not reviewed.
    Select the Expand icon for a form
  2. Each T/R stamp will have the page number on which the preparer has placed the T/R stamp.
    Count of documents for the selected category
  3. To view where the T/R stamp is placed on the source document, select the T/R stamp identifier in the
    Review Tree
    . This will open the source document in the
    Document Viewer window
     with the T/R stamp highlighted in black outline.
    Count of documents for the selected category
  4. After review, right-click the T/R stamp in the
    Review Tree
    , then select
    Mark TR Stamp as Reviewed
     on the shortcut menu.
    note
    Alternatively, hold down the
    Ctrl
     key on the keyboard and select the T/R stamp on the
    Document Viewer
     window.
    Select Mark TR Stamp as Reviewed
  5. After review, the T/R stamp identifier in the
    Review Tree
     will change into a Bold font in green color. The T/R stamp on the source document will be highlighted in green outline.
    Green text for the document
  6. To mark a reviewed T/R stamp as unreviewed, right-click the reviewed T/R Stamp in the Review tree, then select
    Mark TR stamp as Unreviewed
     on the shortcut menu.
    Select Mark TR stamp as Unreviewed

This article applies to:

  • PRODUCT: SurePrep
  • Sub-Product: SPbinder

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