System and method for accessing and displaying information related to information flow and relationships among various electronic tax or financial documents presented by tax programs or other types of financial return preparation programs. A mechanism or mechanisms may enable users to view information related to the flow of information among electronic documents in a tax program starting at the level of a field or a document, or alternatively starting at a high-level outline view or summary of the tax preparation process or a portion thereof. These mechanism(s) may enable a preparer or other user to access graphical and/or textual displays of information related to values in fields of electronic tax or financial documents presented by tax programs and in other types of financial return preparation programs and of the relationships among fields and documents in the tax or financial return preparation process.