Reviewing the Return

Compute Before Review

  1. Before reviewing the return, make sure your return is completely computed.
  2. Select Compute > Full Recompute from the menu bar.

Review

The complete return can be viewed on screen and any changes made before printing. Use Tax Forms to review the return. During your review, access supporting workpapers by selecting any field with blue arrows to the right of the field, and then check for diagnostics and overrides.

The review process consists of:

  • Reviewing diagnostics and overrides
  • Reviewing through Tax Forms
  • Reviewing work papers
  • Entering corrections and changes
  • Reviewing through Print Preview.

Print Preview

  1. Access Print Preview to see the return as it will print.
  2. View all statements by selecting Print on the menu bar.

Diagnostics and Overrides

Diagnostics

  1. To review the diagnostics, select View > Diagnostics.
  2. A screen displays a list of the diagnostics by type: Severe, Informational, or E-file.
  3. To go to the screen where the diagnostic originates, select a diagnostic from the list.

Overrides

  1. Viewing and accessing overrides works like the review of diagnostics explained above. Select the override to go to the screen where you entered the override.
  2. Verify your overrides and clear any unnecessary overrides by clicking the overridden amount and selecting Clear Override from the right-click menu.

If you have entered data only through the Organizer screens, no overrides should exist.

Comparison Screens

Once you have completed this case study, you can compare your entries with the master return completed using the same data. To compare the return you prepared to the master, select Help > Case Study Comparisons inside the return.

Differences between the amount in your return and the amount in the master return are noted in the Difference column. If you entered the data correctly, there should be no amounts in the Difference column.

If you have differences, begin by selecting Compute > Full Recompute.

 

 

 

Case Study Facts/reviewing_return.htm/TY2019

Last Modified: 07/30/2019

Last System Build: 06/17/2021

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