Income Summary

About Income Summary

There's an optional Income Summary form that can be added to returns and configured to print, listing the various income sources and amounts.

How to add the Income Summary form.

  1. Add Form
  2. Select 'Checklist'   Income Summary Checklist

How to print Income Summary

  1. Open the return
  2. From the Print First drop-down select Return Components
  3. Put a checkmark by Income Summary

  4. Press OK
  5. Confirm print projects