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Add tickmarks or field notes
As you review the return, it may help to add tickmarks or notes next to items. Tickmarks are useful for showing the status of a field. For example, you reviewed it and the amount looks good, or it needs attention. Field notes are better when you want to leave a comment or question about the item.
Tickmarks show as checkmarks 
next to fields or line items. Field notes show as musical notes 
. You can use different colors for different meanings for both tickmarks and field notes. You can also create custom tickmarks in .
next to fields or line items. Field notes show as musical notes . You can use different colors for different meanings for both tickmarks and field notes. You can also create custom tickmarks in Setup
User Preferences
Tickmarks
note
Tickmarks and field notes won't print on the return.
- In a client return, right-click a form line or input screen field.
- SelectField Note, thenAdd/Edit Field Note.tipYou can also quickly add, modify, or delete tickmarks by double-clicking on fields. You can change this behavior in.SetupUser PreferencesTickmarks
- In the window, select eitherNoteorTick.
- Select a color and, if entering a note, type your message in the provided space.
- SelectOKto save.
To get a list of everything you've added, select the down arrow next to the tickmark and/or field note icons in the toolbar. Select each item to review, modify, or delete.
and/or field note icons in the toolbar. Select each item to review, modify, or delete.This article applies to:
- Product: UltraTax CS
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Colors used in UltraTax CS
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