This article applies to:

Clearing a State Tax Summary

Follow these steps to clear a State Tax Summary.

Log in to TaxCaddy.

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

Select Tax Returns
.

Select EDIT
in the Tax Summary
panel.

Select CLEAR
next to the state you want to clear.

Make any other changes you want to make state or federal tax summaries and select SAVE
.