Field review feature

The aim of this feature is to provide a system for users to tag fields on a tax return when reviewing for accuracy and completeness. The system is built around the concept of "Tags" attached to fields in the tax return. The following tags are available:

• For review

  The reviewer sees a potential problem and requires that checks be made to see if the information entered in the field is correct.

• Error

  The reviewer has determined that the information entered in field is incorrect.

• Checked OK

  The reviewer has checked the return and believes that the information entered in the field is correct.

• Final Check

  The reviewer has checked the return and confirmed that the information entered in the field is correct. If the DT Max security features are being used, then only a user with the "Verify data and completed tax return" security right will be able to apply this tag.

Note: The tag "Normal" is the default field tag but is not explicitly shown. All fields are considered "Normal" until tagged otherwise.

Besides being able to tag a field on the tax return, it is also possible to attach a brief note to the field (maximum of 400 characters). This can be used to provide details on why a field was tagged as for review or in error, for example.

Tagged fields have coloured backgrounds. A different colour is associated with each tag type. Any field with an attached note will also have a small red triangle in the upper-right corner of the field.

When you hover your mouse pointer over a tagged field, you will see a pop-up window showing the type of tag associated with the field as well as any attached note. When you click on a field with the left button of your mouse, or press the Tab key to reach a field, you will see an icon to the right of the field indicating the type of tag.

Any tax return page that contains one or more tags can be identified by the icon located to the left of the page name in the list of pages (page selection index). If there are different types of tags on the same page, the icon shown will be for "the most significant" tag.

Configuration

By default, this feature is turned on. It can be disabled if desired by going to Preferences > User’s defaults > Miscellaneous tab > "Field review tags" section, and unchecking the box next to "Allow tagging of fields". This is the same place where you will find the setting to control whether tags are included when printing individual pages of the tax return (Print tags with "Screen print"). By default, this feature is not enabled.

Adding Tags

To tag a field on the tax return, click the desired field using the right button of your mouse. Select the desired tag from the drop-down menu. This same procedure can be used to add a note to a field. Alternatively, keyboard shortcuts and main menu options (View > Field review tags) may also be used for tagging and attaching notes.

Removing Tags

To remove a tag from a field on the tax return, click the desired field using the right button of your mouse, and select "Remove the review tag". It is also possible to accomplish this with a keyboard shortcut ("*").

To remove all tags from all pages of the tax return, click any field on the tax return using the right button of your mouse, and select "Remove ALL review tags from this client".

Audit Trail

Every time a tag is added or changed, the time, the date and the user’s ID are recorded. The information from the "last change" is displayed in a pop-up window when you hover your mouse pointer over the tagged field.

When a user finishes looking at a client's tax return, tagging information is written to the client’s audit trail to record any tagging performed by the user. Each type of tagging is recorded, but only once per type.