How To Access ProSeries Client Snapshot

Solution Description

To access the ProSeries Client Snapshot (pictured below)

  1. From the Homebase view, click on the View drop-down menu
  2. Choose Client Snapshot
  3. 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.