Tax Application Navigation: Tickmarks and Lock Fields

Tickmarks

After reviewing an amount, you can check it off with a tickmark, just as you would on paper. To add or remove a tickmark, navigate to the field, and click Tick on the pop-up menu.

A tickmark displays beside the field.

To remove the tickmark, right-click and select Tick again.

Lock Fields

You can lock in a number to insure against accidental or non-reviewed changes. To add or remove a lock, navigate to the field, and select Lock on the pop-up menu.

The Field Lock symbol appears next to the field as a visual reminder.

For example, if you add a K-1 with interest income after locking the interest income amount on the 1040, the locked amount will not change even through the underlying detail changed.

When you right-click a locked field, both Tick and Lock will show as selected. Turn Lock off deselects both marks.

Tutorials/taxnav_tickmarks_lock_fields.htm/TY2019

Last Modified: 03/19/2020

Last System Build: 06/18/2021