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C
cpg
Level 3
July 11, 2022
Question

Tax summary form

  • July 11, 2022
  • 1 reply
  • 10 views

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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1 reply

IntuitRebecca
IntuitRebecca
Level 6
July 11, 2022

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:

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

    J
    JackR
    Level 3
    September 9, 2023

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

     

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