Icons and Text

Updated: 2020-05-21

Form icons

Form icons change based on the state of the data in the form. As you prepare a tax return, the icons immediately update to reflect changes on the form. What appears on the form icon gives clues about the data in the form.

	No lines Empty, unused form
	Green plus sign Create a new form
	Purple swoosh Contains carryforward data
	Grey lines Form used in the return
	Blue lines and background Data entered on form
	Green D and background Data posted from DoxCycle
	Yellow star Imported data in form

Additional icons next to the form icon provide even more information.

	Red asterisk Override on form
	Variance Field with data variance from snapshot.
	Paper clip Attachment dropped into field on form

Extra icons also appear next to forms that contain review messages. When there is more than one message on the same form, the icon for the most critical message takes priority.

Review message icons

Icons on review messages also provide information about the type and severity of the message.

	Bulletin Messages affecting the entire file. They also show in the grey bar above open forms.
	Critical Message Errors in the return. These cannot be signed off.
	EFILE Error Errors that prevent electronic filing.
	Caution Warnings that require review.
	Suggestion Optional messages of changes to make to the return.
	Tape on field.
	Memo on field.
	Variance Field varies from the selected snapshot.
	Override Field contains an override.

Field text colours

Data entry fields (black text)
Blank until you type in them. After you type data in them, the text appears in black. If you want to show zeros in these fields when there is no data, change the setting in Display options.

Fields with carry forward data (purple text)
Contain values carried forward from a prior year. These field behave the same way as data entry fields. If you change the amount in the field, the purple text changes back to black. 

Calculated fields (blue text)
Contain calculated or values transferred from other forms. You can type in the field to override the calculated value (by pressing the F2 key). Many of these fields also contain jump links (F6 key) to direct you back to the source of value.

Fields with overrides (red text) 
Show a red asterisk in the corner.

Non-edit fields (green text)
Contain calculated or transferred values that cannot be overridden. 

Fields imported data (italic text)
Contain and values imported from DoxCycle. These field behave the same way as data entry fields. If you change the amount in the field, the italic will disappear.