Types of Diagnostics Included in Personal Taxprep
The following types of diagnostics are included in Personal Taxprep:
|
Symbol |
Type |
What to do |
|---|---|---|
|
|
Mandatory modification |
You must enter or modify data in order to ensure that the information does not cause the return to be rejected. |
|
|
Missing information |
You must enter data in the cells that are indicated. |
|
|
Error |
You must review the data that is entered and, if necessary, make corrections. |
|
|
Possible input error |
|
|
|
Filing |
You must verify the list of forms to file with the tax authorities. |
|
|
Review |
You can review overridden cells. |
|
|
Optimization |
You can consult the brief explanations about optimizing the calculations made by Personal Taxprep and apply the suggestions in order to better optimize certain tax situations. It is important for you to use these suggestions, and to write them down if necessary. |
|
|
Tax planning possibilities |
You can read the suggestions concerning tax planning for the specific client. It is important for you to use these suggestions, and to write them down if necessary. |
|
|
Exclusion |
You must read the reasons why a return could not be EFILED. |
|
|
Filters and Diagnostics |
You can verify the data affected by the diagnostic that you have created. |
Besides these categories, the diagnostics are sorted according to the jurisdiction that they are associated with and according to the groups that are shown on the tabs of the diagnostic window.