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Level 1
March 17, 2022
Question

Where can i find a summary page for federal and state for client

  • March 17, 2022
  • 2 replies
  • 15 views
i need a summary page of tax return
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2 replies

Just-Lisa-Now-
Intuit Community Champion
March 17, 2022

With the client return open, hit the Summary button up on the toolbar, its right around the center of the bar.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
GodFather
Intuit Community Champion
March 17, 2022

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.