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Customizing the Account Summary Page

The Account Summary page provides a review of critical information for each account. This view-only page can display account and tax information, including:
  • TAI or DNI
  • Carryover losses
  • Key dates
  • Federal calculated results
  • State calculated results
  • Estimated tax payments
In the account binder, select
Account
 then
Account Summary
 to access the Account Summary page.
Trust Tax users who were granted the
Can customize Account Summary Form (Tools)
 user right can customize the Account Summary page to add more data or to reduce the amount of data displayed on the page. To customize the Account Summary page:
  1. Select
    SETUP
    ,
    Customize
     then
    Account Summary
    . The following graphic shows the
    Setup Account Summary
     collapsible section on the Account Summary page:
  2. To add or change a field:
    1. Under the
      Setup Account Summary
       collapsible section, select Modify Register Properties for a field you want to add or change. A pop-up window displays that shows the available fields available.
    2. Select Add for the field you want displayed on the Account Summary page. The pop-up window closes and the title of the field you selected displays in field under the
      Setup Account Summary
       collapsible section. To change the title, select the field then begin typing.
    3. Select
      Save
      .
  4. To delete a field, select the field you want to delete under the
    Setup Account Summary
     collapsible section then remove the text. Select
    Save
     to save your changes.

This article applies to:

  • PRODUCT: ONESOURCE Trust Tax