Configuring Tick Mark Descriptions

A tick mark is a visual cue inserted in a government form or worksheet field to indicate the data has been reviewed. There are three categories of tick marks, each defining a different step in your review process. In this window, you can change the three tick mark category descriptions.

Note: An active tick mark is the default tick mark to insert in a tax return field. The active tick mark cannot be defined on this window. The active tick mark defaults to the first level description. You can change the active tick mark from the Tick Marks group on the Review tab in Tax.

To configure tick mark descriptions, do the following:

1. Open Dashboard, click Application Links on the navigation panel, and then click Settings and defaults under Firm.
2. Click Tax > Tick Marks on the navigation panel.
3. Enter tick mark category descriptions for your firm.

Category	Description
First level description	Enter a description for your first tier tick mark category.
Second level description	Enter a description for your second tier tick mark category.
Third level description	Enter a description for your third tier tick mark category.

Note: Click Reset Defaults to restore each category's default description.

4. Click OK to save your changes.