i need a summary page of tax return
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Just-Lisa-Now-
Level 15
Level 15

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

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.  

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