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):
    Screen Capture: Override Option
  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.
    Screen Capture: Override
  6. The form icon shows a red asterisks too.
    Screen Capture: Override on Form

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.
    Screen Capture: Overrides in Review Sidebar
  3. Go to the File menu, click on Info, then click on History.
    Screen Capture: Override in File History