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Level 4
January 11, 2026
New

overtime on invoice and tax summary

Related products:ProConnect
  • January 11, 2026
  • 0 replies
  • 1 view

With the overtime and tip deductions we need these improvements:

  1. Include the overtime or tip deduction on the Federal tax summary
  2. For the state summary show if it's getting added back
  3. We need a place to add a form fee for Sch 1-A; it hasn't been added to invoice autocomplete billing

I'm suggesting this because at first I didn't think the overtime deduction was working since it's not on the Tax Summary. The latest release does have drafts of the 1040 and Sch 1-A - so I was able to confirm that the deduction took place.

Having it on the summaries will make it easier for clients to see that they got the deduction.

Invoice Autocomplete needs a line for the Sch 1-A where the calculation takes place.