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Level 3
January 31, 2024
Discussion ongoing

Client Invoice Form Charges EXCEL SPREADSHEET PLEASE!

Related products:Lacerte
  • January 31, 2024
  • 2 replies
  • 5 views

I've used Client Invoice Form Charges since 2004 and each year I print last year (2022) and pencil in the new charges for 2023 by applying an inflation increase (3% this time) and then keypunching each 2023 form charge into Lacerte.   With federal and 10 states for Individual and adding the PShip, Corp, SCorp and Fiduciary fee schedules, this is a HUGE list of individual forms to update and keypunch.  3 Hours to update 2023 Form Charges.  Totally unnecessary and time wasted.

LACERTE PLEASE let me simply Export to a spreadsheet, apply my inflation percentage, and then Upload the new Form Charges to the Client Invoice Form Charges.

PLEASE.  PRETTY PLEASE. BEGGING.

2 replies

February 1, 2024

Thanks for the idea to upload apply percentage or upload new form charges to Client Invoice Form Charges. We are changing the status to "Open for voting".

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Level 10
February 2, 2024

I provide a solution for you @larrygrussell1 

See my comment in the Lacerte tax discussion.