Form and Review Message Icons

Form Icons

Form icons change based on the state of the data in the form. As you prepare a tax return, the icons immediately update to reflect changes on the form.

	Empty, unused form No lines
	Create a new form Green plus sign
	Contains carryforward data Purple swoosh
	Form used in the return Grey lines
	Data entered on form Blue lines and background
	Data posted from DoxCycle Green D and background
	Imported data in form Yellow star
	Amended slip Red pencil
	Cancelled slip Red cancel symbol

Signature Icons

Forms that contain signature fields that accept electronic signatures. Use the following icons based on the status of the signature on the form.

	Signature Required Form contains field(s) requiring signature
	Signature Requested/Pending Signature requested using TaxFolder or DocuSign®
	Signature Declined Client declined to sign document
	Signature Voided Signature request voided by preparer
	Document Signed Electronic signature received

Icon Overlays

Additional icons next to the form icon provide even more information.

	Red asterisk Override on form
	Variance Field with data variance from snapshot.
	Paper clip Attachment dropped into field on form

Similar icons on form icons that contain review messages. When there is more than one message on the same form, the icon for the most critical message takes priority.