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Tax summary form

cpg
Level 2

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. 

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2 Comments 2
IntuitRebecca
Moderator
Moderator

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:

Screen Shot 2022-07-11 at 1.54.55 PM.png

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

Is it possible to show that Tax Summary in the preview forms? 

 

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