Audit Checks

Facts

Add a sample client, enter wages, view forms, and add an Audit Check. Change the wage amount and view the effect on the Audit Check. Use a Single taxpayer with wages of $125,000. Insert the Audit Check on line 7 of Form 1040, change the wage amount to $130,000, then view the effect on the Audit Check .

Program Considerations

An Audit Check is a graphical check mark you can insert on a line of a form that you have reviewed. When you insert an Audit Check on a line, the check mark is green . If you change the input and that number changes, the Audit Check turns red . Audit checks do not print.

How?

To insert an Audit Check:

1. View the desired form.
2. Point to the line or number.
3. Click when the mouse pointer appears as a black check . The mouse pointer appears as a black check anywhere that the program allows you to insert an Audit Check.
4. The program inserts a green Audit Check.

To change a red check back to green:

Click it once.

To delete an Audit Check:

Click it once if it is green, twice if it is red

Tips & Shortcuts

There are three Audit Check features available from the View menu at the Forms tab:

• Clear Audit Checks on all forms,
• Clear Audit Checks on the current form, and
• Show All Audit Checks.

Review

You should have been able to insert an Audit Check and observe how it changed after the detail was modified.

Troubleshooting

Problem: I can't insert an Audit Check on form.

Solution: Make sure your cursor appears as a black check before you click to insert an Audit Check.

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