A tick mark is a check mark inserted in a government form or worksheet field to indicate the data has been reviewed. You can insert up to three tick mark levels in any field type. The default descriptions for the levels are First Review, Second Review, and Third Review.
Tick marks display on return forms and worksheets, and, if configured for the return configuration set, print with the Accountant copy of the return. Entering a tick mark in a worksheet or form field does not automatically place a tick mark in the corresponding form or worksheet.
Your firm can set custom descriptions for three tick mark levels or categories. See Configuring Tick Mark Descriptions for more information.
An active tick mark is the default tick mark to insert in a tax return field. You can select the active tick mark from three categories.
A red, blue, and green check mark and their descriptions display on the Tick Marks group on the Review tab. The color of the active tick mark displays on the ribbon tab above Insert. Click the down arrow to display the other review options. Show me an example.
Click one of the other two categories to change the active tick mark. Changing the active tick mark does not remove other tick mark categories present in the return.
Active Tick Mark
The quickest way to insert and delete a tick mark is by selecting a field and double right-clicking. A single active tick mark is inserted or deleted, depending on whether a tick mark of the same category already exists in the field. You can also use the Insert command on the Review tab or right-click menu to insert and delete the active tick mark.
Additional Tick Marks
Use the Insert command on the Review tab to insert and delete tick marks one at a time. You can insert all three categories in the same field. The check marks are aligned vertically in a field in the same order as they appear on the Insert menu.
To delete all tick marks in a return or specify a tick mark category, do the following:
- Click in the Delete group on the Review tab and select one of the following options:
- All Tick Mark Types
- First Review (or your first category description)
- Second Review (or your second category description)
- Third Review (or your third category description)
- Click Delete to confirm removing the selected tick marks from the return.
You can show and hide all tick marks or specific tick mark categories. Click in the Tick Marks group on the Review tab and select from the following options:
- Active Tick Mark
Hidden tick marks are not removed automatically from the return. Unless deleted, hidden tick marks display when you select View > All in the Tick Marks group on the Review tab.
The system generates a reversed tick mark whenever a calculation causes the data in a previously tick-marked field to change, allowing you to determine the values that must be reviewed. The reversed tick mark is indicated by a white check mark on a red, blue, or green background ( ). You can review reversed tick marks in a report. For more information, see Reviewing the Reversed Tick Marks Report.