Field Overrides (F2)

Updated: 2020-08-26

1. Start typing in a blue calculated field to override the value.
2. If you prefer to press the F2 key before overriding a field, you can disable automatic override in options (Edit page, under Return Preparation):
   
3. Press Ctrl+F2 to override the format, such as a phone number or postal code field.
4. Press F2 to remove an override.
5. Fields with an override appear in red text, with a red asterisk in the top left of the field.
   
6. The form icon shows a red asterisks too.
   

Tracking review marks, overrides and sign offs

TaxCycle tracks the time and person when someone applies a review mark or override to a field, and when someone signs off on an override, field or message. To view the events:

1. In the Review sidebar, select Overrides from the View menu to show all the overrides in the return.
2. Hover the message in the Review sidebar.
   
3. Go to the File menu, click on Info, then click on History.