TaxWorks Feature – Summary Pane
August 11, 2009 – 10:40 amThe Summary pane displays client information such as AGI, EIC, Net Tax, Total Payments, and Refund. As you enter information in the client’s return, the Summary pane will display real-time calculations. You may select whether to display the Return Summary, which includes the above information, or Same as Output, which provides a summary of information and totals pertinent to the form or schedule you are working on. A limited amount of information is also included on the status bar when the Summary pane is minimized. This feature is only available in the 1040 system. The figures below compare Return Summary and Same as Output Summary panes when working on a Schedule C.
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