enfr

Review options

Updated: 2017-05-02

Review options

  1. To open options, go to the File menu, then Options. Or, if you are on the Start screen, click Options in the blue bar on the left.
  2. On the left, expand the Return preparation section and click on the Review page. 
  3. On the right, to hide the yellow background, clear the check box next to Show a coloured background on fields that have review messages.
  4. To show a yellow background on fields with memos, tapes and attachments, check Show a coloured background on fields that have memos tapes or attached files.
  5. If you prefer higher-contrast review marks, check Use red review check marks on forms.
  6. If you prefer not to see review messages in a hover pop-up, clear that option.
  7. Check or uncheck Remove review message on first review and/or Remove review messages on second review to control when a message is signed off.
  8. Check Show an override review message when the calculated value equals the imported or scanned value to see an override message when amount posted from DoxCycle is the same as a calculated value.
  9. Click Apply or OK to save your changes.

2018-options-review

Disable review messages you don't want to see

Hide a message you don't want to see again

You can disable some review messages so you never see them again. These are review messages that are not required for filing a return.

  1. Click the Quick Fix light bulb in the Review sidebar and select the option to Never show this message for any clients.

You can also enable or disable messages in Options.

  1. If you have a file open, go to File menu, then click Options. To open Options from the Start screen, click Options in the blue bar on the left side. 
  2. On the left side of the dialog box, expand the T1/TP1 (or any other module) section, then click on Review to set the same options for all years. Or, expand Review and click on a year to set different options for each year.
  3. In the right-hand pane, type a keyword to search for an option in the list messages.
  4. If you are looking for a message you disabled by mistake, click the link to Show only disabled review messages.
  5. When you find the message you need, check the box to have it appear for all clients. Uncheck it to hide for all clients.
  6. Some messages cannot be disabled. For these messages, the checkbox will appear greyed out and you won't be able to check or uncheck it.
  7. To see a list of all the review messages, click the link to Copy all review messages to CSV file.
  8. Click Apply or OK to save your changes.

2018-options-review-messages636707439852792572