Clearing a Federal Tax Summary

Follow these steps to clear a Federal Tax Summary.

On the Overview
screen, select a client tile to view the client profile.

Select Tax Returns
.

Select EDIT
on the Tax Summary
panel.

Select CLEAR
.

All fields will be cleared. You can provide new data and then select SAVE
or select SAVE
without providing new data.

Any blank fields will be displayed as N/A
for you and your clients.

This article applies to: