Using the Tax Summary in ProConnect Tax

The Tax Summary in ProConnect Tax provides a concise overview of the key figures in a tax return, including income, adjustments, deductions, tax liability, credits, and payments.

You can use it to quickly understand the overall tax calculation and see diganostics and explanations for the final refund or amount due to clients without having to navigate through every screen.

Understanding the Tax Summary

When in the desired client view, use the top row to select the Check Return tab, then select Tax Summary from the left panel.

Here, you can see your Federal Income Tax Summary for the current Tax Year, as well as a comparison of prior year amounts.

The prior year amounts flow from Other ->Prior Year Summary in all tax modules, and can be adjusted if needed.

Use the arrows on the top left to navigate between different pages of the Tax Summary.