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April 21, 2026
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Proforma Additional Charges in Invoice for Non-Individual Clients

Related products:Lacerte
  • April 21, 2026
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In the Individual module, we have a check box to "proforma descriptions"  in the "Additional charges" section of the invoice screen.  This makes the verbiage entered carry to the following year.  Can this option be added to the non-individual modules, such as Partnership and S-Corporation?