Review Tools

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. In this short webinar, learn how to:

• 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

Answer the polls during the webinar to earn 0.5 verifiable CPD credits.