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In anticipation of the upcoming May 15th deadline, we've compiled a list of the most common questions here.
In anticipation of the upcoming May 15th deadline, we've compiled a list of the most common questions here.
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- Where can i find a summary page for federal and state for client
Where can i find a summary page for federal and state for client
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taxpro0508-gmai
Level 1
03-16-2022
07:13 PM
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i need a summary page of tax return
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2 Comments 2
Just-Lisa-Now-
Level 15
03-16-2022
10:26 PM
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With the client return open, hit the Summary button up on the toolbar, its right around the center of the bar.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
GodFather
Level 8
03-17-2022
06:31 AM
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In addition to what Lisa stated, there is also a "Snapshot" page for clients. I am not at my desk currently but I believe you can find it under "View" "Snapshot" in the toolbar.
