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Creating or editing a Federal Tax Summary
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This article applies to:

  • Product: SurePrep
  • Sub-Product: TaxCaddy

Creating a State Tax Summary

Follow these steps to create a State Tax Summary.
  1. Log in to TaxCaddy.
  2. On the
    Overview
     screen, select a client tile to view the client profile.
    Select a client profile from the Overview screen
  3. Select
    Tax Returns
    .
    Select Tax Returns
  4. Select
    EDIT
    in the
    Tax Summary
    panel.
    Select EDIT
  5. Select 
    Add State
    .
    Select Add State
  6. Select the states you'd like to add and select
    SAVE
    .
    Select the applicable states
  7. Enter your data in
    AGI
    ,
    TAXABLE INCOME
    ,
    EFFECTIVE TAX RATE
    , and
    TOTAL TAX
    . Select either
    Owed
     or
    Refund
    , and enter your data in
    AMOUNT OWED
     or
    AMOUNT REFUNDED
    . Select
    SAVE
    to save your changes.
    Select SAVE

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