Icons and Text

Updated: 2020-08-24

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.

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

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

Icon: form with override values

Red asterisk
Override on form

Icon: form with variance

Field with data variance from snapshot.

Icon: form with an attachment

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.

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.
Errors that prevent electronic filing.
Warnings that require review.
Optional messages of changes to make to the return.
Tape on field.
Memo on field.
Field varies from the selected snapshot.
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.

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