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Verify client documents
Review and verify client documents using the Review Wizard before importing them into tax returns.
After the system processes client documents (either manually or automatically), they appear on the
Verify Documents
screen.Use the Review Wizard to check uploaded documents for accuracy and completeness before you import them into the client's return.
- Select theVerify Documentstab to view binders in the verification stage.
- In theActionscolumn, selectOpen review wizardfor the client you want to review.
- Follow the steps in the Review Wizard. If you need additional help, refer to the Review Wizard Overview.
- SelectSubmitwhen you finish your review.
This article applies to:
- Product: UltraTax CS
- Return type: 1040 Individual