Welcome back! Ask questions, get answers, and join our large community of tax professionals.
  • Products
  • Workflow Tools
  • Learn & Support
  • Sign In
  • Products
  • Workflow Tools
  • Contact Us
  • Sign In
  • Learn & Support
    • Created with Sketch. See what's trending. View ProSeries Hot Topics here.
    Created with Sketch. See what's trending. View ProSeries Hot Topics here.
    cancel
    Turn on suggestions
    Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
    Showing results for 
    Search instead for 
    Did you mean: 

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

    taxpro0508-gmail
    Level 1
    ‎03-16-2022 07:13 PM
    i need a summary page of tax return
    0 Cheers

    This discussion has been locked. No new contributions can be made. You may start a new discussion here

    2 Comments 2
    Just-Lisa-Now-
    Level 15
    Level 15
    ‎03-16-2022 10:26 PM

    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

    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.  

    0 Cheers






    Intuit Lacerte Tax
    Intuit ProConnect Tax
    Intuit ProSeries Tax
    Additional Accounting Solutions
    Tax Pro Center
    Tax Practice Resources
    Call sales: 844-877-9422
    Sitemap

    ©1997-2024 Intuit, Inc. All rights reserved.

    Intuit, QuickBooks, QB, TurboTax, and Mint are registered trademarks of Intuit, Inc. Terms and conditions, features, support, pricing and service options subject to change without notice.

    By accessing and using this page you agree to the Terms and Conditions.

    About Cookies | Manage Cookies
    Legal Privacy Security