3.1.4    Verify Form Totals


Year-End Forms will calculate the totals of your tax forms based on the data that was imported and includes any changes made to the forms prior to verifying said totals. These totals are provided so that you can verify them against your accounting package totals.

Once you have reviewed the totals and verified that they are correct, you can select the checkbox on the ‘Verify Totals’ page as shown below. Clicking the ‘Finish’ button will mark the step as complete within the checklist. Any time an action is taken that modifies a total after you have verified it, Year-End Forms will automatically reset the checklist task, verification checkbox, and request that you review and re-verify the totals again.