Reviewing another's return prep on-screen?

[Jennison]

Hi:  There are two of us in the office who prepare returns using ATX.  We've been using the program for 14 years now and have always employed  the dinosaur method of printing up the drafts and leaving them for the other person to review.  This creates  an absolute colossal waste of paper.  We've decided to network for the first time in order review each other's work on-screen, leaving the printing for the final returns.  My question is, what's the optimal way to present the reviewed return to the other preparer.  Is there an ability to checkmark correct (or "X" incorrect) entries and also draft notes for corrections?  I waited on hold for 38 minutes today and the ATX staffer didn't know, ugh.

 

Thanks, Mike

[Slippery Pencil]

Right click on a field.  There are three options in the popup menu that may be sufficient for what you want to do:

1. Insert/Edit Note
2. Tick Marks
3. Mark as Estimate

Under Tick Marks, you can mark a field as needing review and then you can insert a note as to why you think the field is incorrect. 

[gfizer]

You can also use the "Status" column in the return manager.  Just type into the field a short description.  For example, I use this column to indicate when "ready to pu", "done", "awaiting info", etc.  You can type in whatever works for your office