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Level 5
March 15, 2026
Solved

Summary of forms used

  • March 15, 2026
  • 2 replies
  • 16 views

How do I print out a page summary of all forms used in the client's 1040?

Best answer by dd4vols

@Opfor77   I do that on my invoice.  I bill a Flat Fee, but then list every form and Worksheet used in the return.

Tools>>Billing>>>Set Billing Options>>>Global Billing Options>>> I select in 1 FlatFee, and in 3, I select  Per Forms Charges and then choice C..List all forms, but do not include charges.

2 replies

GodFather
Intuit Community Champion
March 15, 2026

I think you may be able to customize the print option to show a list of forms.  

dd4vols
dd4volsIntuit Community ChampionAnswer
Intuit Community Champion
March 15, 2026

@Opfor77   I do that on my invoice.  I bill a Flat Fee, but then list every form and Worksheet used in the return.

Tools>>Billing>>>Set Billing Options>>>Global Billing Options>>> I select in 1 FlatFee, and in 3, I select  Per Forms Charges and then choice C..List all forms, but do not include charges.

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Opfor77Author
Level 5
March 15, 2026

Thank you!!