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wsodre
Level 1
January 10, 2023
Question

where do I see the tax summary (refund or tax liability) while preparing a tax return in Lacerte?

  • January 10, 2023
  • 1 reply
  • 3 views

I am preparing a tax return in Lacerte and want to see the refund or tax liability as I work on it, but I can't find where I am able to see the tax summary.

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1 reply

George4Tacks
George4Tacks
Level 15
January 11, 2023

If you are looking for those numbers to be in the upper corner of the program as you work, you aren't going to see that with Lacerte. It does not have that feature. You can do a split screen and have any form you want visible as you work. You could have the summary

https://proconnect.intuit.com/support/en-us/help-article/partnership/using-split-pop-views-lacerte/L7u2wdUYN_US_en_US?uid=lcruu2eu

 

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