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A
aminichiello
Level 1
May 20, 2025
New

Need to add current fees to column list

Related products:ProSeries
  • May 20, 2025
  • 1 reply
  • 3 views

Need to add current fees to column list for view in the 1040 individual list.

Currently only allows previous year fees

1 reply

Accountant-Man
Accountant-Man
Level 13
May 20, 2025

Where do you enter the current year fee? In the Client Billing Options sheet or the Client Status Sheet?

FYI, if you ENTER it on the Client Status Sheet, it neither shows on the Home Base nor on next year's Client Status Sheet, where it shows three years' worth of fees.

In order to fix this, ENTER it on the Client Billing Options sheet as a flat fee. That's what I did. Then it transfers to the Client Status Sheet AND it shows on next year's Client Status Sheet.

There is a column on Home Base called Flat Fee Total. NOW the current year's flat fee shows there.

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