Displaying planning summaries and full returns

When tax calculations involving planning information are run, a planning summary of the results is generated along with a completed tax return.

You can easily switch between a client's returns using the drop-down menu titled Type of return on the displayed tax return toolbar. This allows you to choose from all the plans currently existing for this client and the regular production return (subject to their being present on the print queue).

See Types of returns to print for information regarding the printing of plans.