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Marking amounts as reviewed

Jim9
Level 2

Aside from right clicking on say the wage amount on a 1040 and entering "R" or "Reviewed", so that you know later you reviewed that line on the tax return, is there any other way to mark a cell as reviewed?  I'm helping a colleague who uses another software and when viewing the return, you simply click on say the wage number and it puts a green check mark next to it, so you know wages have been reviewed.  

Labels (1)
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4 Replies 4
dkh
Level 12

No, but that'd be a great feature.

sjrcpa
Level 15

Jim's colleague must use Lacerte.


ex-AllStar
TaxGuyBill
Level 15

I do that with ProSeries ... but it a pain to get the Sharpie marker off of the monitor when I'm done.   

 

TaxGuyBill_0-1611024678052.png

 

taxiowa
Level 8
Level 8

What I do is have Secretary or another data entry gal hit F8 on the entry after they initially enter data on the return.  She would put highlight (F8) on line 1 of W2 or 1099 worksheet or on the name of 1099 INT or 1099 DIV line item entries.  So when I go to check entries I just have to again hit F8 on each entry to confirm that I have checked that item.