1. Reminder: Verification is FIFO. However, if any CHEETAHS or ELEPHANTS are available they take priority over any ANTS! Please verify CHEETAHS and ELEPHANTS first, if available
  2. Click on the SurePrep (SP) link in GoFileRoom. Status should say Pending Review 

  3. Click Open to access the SP software

  4. Click Next to open the Review Wizard to start the verification process

  5. Verify date, account number, and other information in Pre-Verification. Check box on the right side to confirm correct value has been entered. Click Next to continue. 



  6. Confirm source documents have been correctly identified by OCR Scan. Review and match information on source documents to the input sheets in SurePrep. Make sure the input values match the source document. Add and modify information if necessary.



    Dual monitor - click on Restore Down on top right hand corner of SPbinder and select the dual monitor icon in toolbar. Click on the dual monitor icon again to restore to the default setting.




    Make sure the document type matches with the document displayed.


    Data highlighted in blue is pro-forma information
    Data highlighted in green is data that OCR believes it has captured correctly
    Data highlighted in yellow is data that OCR is un-certain about
    Double checkmarks signify data has been auto-verified (the pass the pre-defined rules)


    For missing data, click the plus sign next to the input area. Click on the source document to place the green stamp. In the input area, select or input the missing areas. 




    If you wish to delete a page in the source document, click on the delete page icon in the toolbar. The source document would be placed in a restore pages bucket and can be restored.


    Utilize Bookmark Only, if that page is information only.



    Schedule K-1s: Only verify Federal K-1 information. Please click Bookmark Only for any State K-1s!

    Make sure to "Save" often so that you don't lose any work in case of poor internet connection.

  7. Once input is verified, and you are satisfied with the data captured, click the Reviewed box on top left hand corner to go to the next page.



  8. After you have reviewed every page of the source documents, click Submit to finalize the verification process. Please note that if you have missed any mandatory field, the review wizard would take you back to each page with missing information. Those mandatory fields must be filled in before the verification process is completed.


  9. Click Finish Later in the next screen that pops up.

  10. Route the return in FirmFlow:
    a) If the return is an ANT, route the return to yourself under the PREPARATION Step. Make sure to update all items on
        the Routing Information tab. Add your name to the REVIEW COMMENTS step but don't change the PREPARATION
        step to your name (it should always be P-PREPARATION for ANTS).
            i. If you have enough work, route the return to the PREPARATION step assigned to P-PREPARATION for someone
               else to prepare.
    b) If the return is a CHEETAH or ELEPHANT, route the return to the manager on the ASSIGNMENT TO STAFF step. The
        manager should have already been filled-in by the admin.