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Level 2
November 10, 2022
Discussion ongoing

Standardized Invoicing prices per form like ProSeries has. The program should automatically pull up each form used in that tax return and fill the standardized form charge in.

Related products:ProConnect
  • November 10, 2022
  • 3 replies
  • 9 views

I do not like your Invoicing in the client file. Each time, we have to put the tax forms used and the price next to it. It should do that automatically. Some times I spend more that 10 minutes going back and forth to see what forms I should charge for any particular client.

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3 replies

November 1, 2023

Thanks for the idea for the tax form used and price to populate automatically. We are changing the status to "Open for voting". 

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George4Tacks
Level 15
November 1, 2023
Level 2
February 26, 2024

I agree. The current process is time-consuming for firms that charge fees based on forms prepared.