How To Access ProSeries Client Snapshot
To access the ProSeries Client Snapshot (pictured below)
- From the Homebase view, click on the View drop-down menu
- Choose Client Snapshot
- When the dialog box appears, choose the correct client and click Display
You can Print the snapshot or go into the return from the dialog box.
*Note: The State information will only populate when both Federal and the State are marked for Electronic Filing on the Federal Information Worksheet.