Clearing a State Tax Summary

Follow these steps to clear a State Tax Summary.
  1. Log in to TaxCaddy.
  2. On the
    Overview
    screen, select a client tile to view the client profile.
  3. Select
    Tax Returns
    .
  4. Select
    EDIT
    in the
    Tax Summary
    panel.
  5. Select
    CLEAR
    next to the state you want to clear.
  6. Make any other changes you want to make state or federal tax summaries and select
    SAVE
    .

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