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

  • Product: SurePrep
  • Sub-Product: TaxCaddy

Editing a State Tax Summary

Follow these steps to edit 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. Edit any fields that you need to change. You can make changes to multiple state tax summaries or even the federal tax summary at the same time. After making your changes, select
    SAVE
    .
    Select SAVE

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