SO10363 - Review
Description:
The Review feature is used to process and calculate all parts of a return.
Links:
Audits

  1. While on the Client Selection screen, highlight the client you want to review and press the Review button (figure 1), or click on the Review button to process the return that is currently open (figure 2).


    2. (figure 1)


    (figure 2)

  2. The Audit Statement Summary screen may appear. This window will display any concerns or possible problems within the return (figure 3).


    3. (figure 3)

  3. If you do not receive any Audits or if you click Close on the Audits window, you will be able to view the return. Here you can see a list of all the forms,worksheets, and attachments in the return (figure 4).


    4. (figure 4)

  4. To return to the input screens, click on the Fed or State button (figure 5).


    5. (figure 5)