cpg
Level 2
07-11-2022
11:52 AM
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How do I get the tax summary form to be included in an individual return? I can see there is a form, but it doesn't populate automatically.
Labels
Moderator
07-11-2022
01:57 PM
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Hi there,
ProConnect shows the Tax Summary separately from the rest of the forms in the return when you're using the Check Return tab:
However, it will print right after the client letter when you print the tax return - or you can use Partial Print to generate a PDF of just the Tax Summary.
It's just presented a little differently on Check Return to make it easier to find there.
- Rebecca
JackR
Level 2
09-09-2023
10:39 AM
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Is it possible to show that Tax Summary in the preview forms?