This article applies to:

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 the Verify Documents
tab to view binders in the verification stage.

In the Actions
column, select Open review wizard
for the client you want to review.

Follow the steps in the Review Wizard. If you need additional help, refer to the Review Wizard Overview.

Select Submit
when you finish your review.