Skip to main content

Legal

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

Screens

Field Note/Tick dialog

Use the Field Note/Tick dialog to enter a field note, to enter tick marks (or other symbols) on the return, in an input screen, or in a statement dialog. As noted below, some of these options are available only if you are in form view.
To open this dialog, select one of the following options from the Edit menu.
  • Field Note: Select this option to attach a note to the current field.
  • Tick mark: Select this option to enter tick marks next to items on the return, in an input screen, or in a statement dialog as you review the data. By default, a check mark symbol displays next to the field, but you can select a different symbol to display.

Fields & buttons

Use this drop-down list to select the desired font for the current note.
Use this drop-down list to select the desired font size for the current note.
Select this option to enter a field note and to select the color of the field note. You can attach as many field notes as necessary.
Select this option to enter a tick mark (or another symbol) next to the current field. Use the drop-down list next to this option to choose the color of the tick mark. You can create customized tick mark designs in the Setup, User Preferences, then Tickmarks tab. There are many variations of tick marks and field notes.
For field notes, use this field to enter a title for the note. This field defaults to the form or input screen to which the note is being attached.
Select this button to delete the current note, tick mark, or attached text.

This article applies to:

  • Product: UltraTax CS
Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close