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

  • Product: SurePrep
  • Sub-Product: TaxCaddy

Deleting a State Tax Summary

Follow these steps to delete 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
    DELETE
    next to the state you want to delete.
    Select DELETE
  6. Select
    YES
    in the confirmation.
    Select YES

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