Audit and Review Tools - Video

Updated: 2025-02-05

TaxCycle’s audit and review process runs in the background while you’re working. As you enter data, TaxCycle checks for missing information and optimization opportunities.

Topics covered include:

• Recognize visual cues to tell you about return status
• Find and resolve audit and review messages
• Use Quick Fix solutions to save time resolving errors
• Hide review messages you don’t need
• Add review marks and memos
• Use summaries in your review process

Date of broadcast: December 20, 2023
Presented by: Perry Giagos