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.
  3. Select
    Tax Returns
    .
  4. Select
    EDIT
    in the
    Tax Summary
    panel.
  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
    .

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