Review Sidebar

Updated: 2023-10-02

  1. When you're ready to review the tax return, click on the Review sidebar. Or, press F9 to jump to the first review message and open the Review sidebar to the Require attention view. 
  2. Review sidebarBy default, the list shows messages that Require attention. You can change which messages show in the list by using the drop-down at the top of the box. For example, choose Signed off messagesFirst or second review, Questions or Corrections from the view list to see all fields containing those review marks.
  3. Message types are distinguished using icons assigned to indicate severity or importance. Double-click on a message to jump to the form and field with the issue.
  4. Hover over a message and click the light bulb to choose a Quick Fix solution.
  5. If you do not want to address a review message, you can sign it off. Hover over the message and click on the mark on the right to sign it off as a first review. Click again to apply a second review. Click a third time to remove the review mark and re-activate the message.
  6. Right-click on any message in the Review sidebar—even those without Quick Fix messages—to see more options of what you can do. This is a quick way to sign off a message or hide it for good (see more below).
  7. Press Alt+F9 to show messages for the current form.