This article applies to:

Review tax return forms

Follow these steps to review tax return forms:

Go to the Review
tab.

Select Tax return
.

You can review the following:

Federal Returns Form 1040
- Main tax return form, Tax Summary

Supporting schedules

State returns

Tax forms list
- Organized by federal and state

Use the following features to complete your review:

PDF preview
- View the return as it will be filed.

Drill-down capabilities
- Select specific sections for detailed review. You can go back to the Organizer as needed.

Source document access
- Reference original documents during review.

Edit and override options
- Make final adjustments as needed.