Reviewing the Input Overrides Report

The Input Override report displays a summary of the worksheet overrides in a return, for example, those entered on the Estimates and Application of Overpayment worksheet. The override detail in the report links to the return fields to which they apply. You can view the input override detail while you work with a worksheet, allowing you to move between the report and the applicable field in the worksheet. For information about linking to override amounts entered in government forms, see Reviewing the Field Override Report.

To display the Input Override report, open a return that has at least one overridden worksheet field and do the following:

1. Select Calc > Return in the Process group on the Home tab, if the return has not been calculated since the last update.
2. Click Input Override in the Reports group on the Review tab. The Input Override report displays override details, including the worksheet and section names, and the override field names and amounts.
3. To review or edit override data, click beside the worksheet field name. The report links to the applicable worksheet field in the tax return, allowing you to review or edit the information.
4. Make changes to the selected override, as necessary.
5. Repeat steps 3 and 4 to review or edit other override data, as necessary.
6. Do one of the following:
   • Click Print to display the Print Options window, and then do the following:
     1. Select the number of copies, print destination, and, if needed, print device and watermark.
     2. If you are printing to PDF or TIFF, enter or browse to and select the file destination.
     3. Click Print to print the Override report.

   Note: You can also send PDF or TIFF files to Document, and PDF files to ProSystem fx Engagement if you have enabled the option to do so in User Options > Tax > Interface Options.

   • Click Close to close the Override report.