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Video: Review tools basics

Updated: 2018-01-08

Review Tools

Brush up on the basics in TaxCycle. Click a timestamp below to jump to a topic:

  • Find and resolve audit and review messages (6:04)
  • Use Quick Fix solutions to save time resolving errors (8:26)
  • Hide review messages you don’t need (9:54)
  • Add review marks and memos (12:50)
  • Customize your review workflow (17:53)
  • View review history (21:45)
  • Use summaries in your review process (24:37)
  • Use data monitors (28:04)

Date of broadcast: February 6, 2019
Presented by: Perry Giagos