Reviewing Tax Return Summaries

You can view or print a return summary for each return to include information, such as the following:

  • Income totals
  • Deductions
  • Exemptions
  • Credits
  • Taxes paid
  • Taxes due
  • Refund due
  • Tax rates

Review Summary

To review a return summary, you must do an initial (first-time) calculation of the return; otherwise, the summary will be blank. After making changes to a return, you must calculate the return to include the current information in the summary.

To display the summary, do the following:

  1. Click in the Reports group on the Review tab to display the Page Selection window.
  2. Select a summary page from the following:
    • First page. Income, amount due, refund due, and tax rates
    • Second page. e-file, due dates, direct deposit, and electronic withdrawal
  3. Click OK to display the Return Summary form.

Print Summary

Open the Return Summary form and select > Print This Form/Page from the Application menu. The summary also prints with the Entire Return command. See Printing Forms and Pages and Printing the Entire Return for more information.