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How to run Final Review in ProSeries

SOLVEDby IntuitProSeries Basic10Updated July 28, 2021

We encourage you to use Final Review to review each return prior filing. The information presented in Final Review will assist you with ensuring an accurate and complete return, as well as to alert you to conditions that will prevent you from electronically filing a return. Failing to resolve errors identified in Final Review can result in delays, and rejects to your electronic returns.

Running Final Review in ProSeries Professional:

  1. Open the return.
  2. From the Information menu select Final Review.
  3. Select the part(s) of Final Review you wish to run.
  4. Select Review.
  5. You'll see three different categories of errors:
    • Green: For Your Information.
      • This is informational and isn't always something that requires correction. This tells you what is being checked, or what ProSeries is doing automatically.
    • Orange: You Should Fix This Error.
      • These are most common when you are filing an extension and the return is not yet complete. These don't need to be corrected if you're only filing the extenstion but they will need to be corrected when your ready to file the return.
    • Red: You Must Fix This Error.
      • These must be fixed to e-file the return unless you are disabling the error check, which isn't recommended. Bypassing these errors often results in e-file rejections.
  6. Open each state and run final review.

Running Final Review in ProSeries Basic:

  1. Open the return.
  2. From the menu on the left side of the screen select Federal Final Review or State Final Review.
  3. You'll see three different categories of errors:
    • Green: For Your Information.
      • This is informational and isn't always something that requires correction. This tells you what is being checked, or what ProSeries is doing automatically.
    • Orange: You Should Fix This Error.
      • These are most common when you are filing an extension and the return is not yet complete. These don't need to be corrected if you're only filing the extenstion but they will need to be corrected when your ready to file the return.
    • Red: You Must Fix This Error.
      • These must be fixed to e-file the return unless you are disabling the error check, which isn't recommended. Bypassing these errors often results in e-file rejections.
  4. Open each state and run final review.

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