Reviewing Tax Returns

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Reviewing a return is a very important step in the overall tax return preparation process. The tax applications provide several useful tools to assist you in your review process:

symbols and colors
tickmarks and field locks
diagnostics and overrides
Tax Summary screens
hyperlinks between related forms.

Topics

Reviewing Returns: Process Chart
Reviewing Returns: Symbols and Colors
Reviewing Returns: Tax Forms
Reviewing Returns: Diagnostics and Overrides
Reviewing Returns: Tax Summary
Reviewing Returns: Electronic Audit Trail
Reviewing Returns: Tickmarks and Lock Fields
Reviewing Returns: Summary

Tutorials/review_intro.htm/TY2019

Last Modified: 01/28/2020

Last System Build: 06/18/2021