Work with tax returns in TaxCaddy

Creating or editing a Federal Tax Summary

The
Tax Summary
panel in TaxCaddy gives you and your clients a high-level overview of a client's tax return without having to go through individual tax returns in a client's profile. There are 3 ways of entering adding tax summary to your client's profile:
  • Type the Tax Summary manually
  • Fetch Tax Summary (CCH Axcess Tax & GoSystem Tax RS only)
  • Auto-populate Tax Summary by uploading a client's tax return(All tax software).
In this article, we'll show you how to manually enter the
Tax Summary
information.

Create/Edit Tax Summary

Follow these steps to create or edit a Federal Tax Summary.
  1. Log in to TaxCaddy.
  2. On the
    Overview
    screen, select a client tile to view the client profile.
  3. Select
    Tax Returns
    .
  4. Select
    EDIT
    in the
    Tax Summary
    panel.
  5. Enter your data in
    AGI
    ,
    TAXABLE INCOME
    ,
    EFFECTIVE TAX RATE
    , and
    TOTAL TAX
    . Select either
    Owed
    or
    Refund
    , and type your data in
    AMOUNT OWED
    or
    AMOUNT REFUNDED
    . Select
    SAVE
    to save your changes.

Related content

This article applies to:

  • Product: SurePrep
  • Sub Product: TaxCaddy