Summary Worksheet - Usage Scenario 1 (family medical)

Andrew Skujins -

Your client is claiming medical expenses for dependents, which need to be tracked separately

  • Set the following:
    • Tab 1
      • Client Description: Bob Smith
    • Tab 2
      • Client Description: Suzy Smith
    • Tab 3
      • Client Description: Jimmy Smith


On the ‘Summary’ tab, this worksheet will provide totals for each individual, and a total for the family (as may be required for tax purposes).

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