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Importance of Overrides
Importance of Overrides

Taxwise Online

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Written by NICOLE LACORTE
Updated yesterday

It's essential to understand Overrides and how they may affect tax returns.

An Override is caused by pressing F8 on your keyboard and allows you to replace the value of any field -whether it's calculated or free entry -with any value you wish. Sometimes, this is used when the tax preparer feels the software's calculations are off.

While one or two Overrides typically won't cause any issues, having them present in the return when they're not necessary can cause rejects or calculation errors. Because an Override forces a different value than what's calculated, this changes the calculations down the ladder and can cause further deviations.

Please check any Overrides when e-filing a return to ensure they are necessary.

You can view all applied Overrides from the Diagnostic screen in the software. The entries are also color-coded; gray on the Desktop and blue Online.

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