In order to view an accurate amount of federal taxes owed, the client survey must be complete. To view the amount of taxes owed, click on your Contact, then click on their Engagements.
- Click on Collections, then Analytics in the Work column.
- On the Analytics screen, An amount will show under Federal Taxes Due.
- Click the edit icon next to the number.
- Type the adjusted amount in the textbox, then click anywhere on the screen.
- The adjusted amount will save.
- A notification will display in the bottom left corner notifying you that your changes have been saved.
For More Information
Refer to the Editing the Amount of Federal Taxes Owed video.