Re: Client Billing Automated Count is off

aguffre

Hello,

In ProSeries we utilize the Client Billing by Form option. I noticed bills for people are much lower this year and the Forms Used listed on the Invoice are off. It seems about halfway down the page the automated "Count" that Proseries generates is off by a line and being placed on the form below the actual form being used. I have attached a screenshot as a sample. I utilized the Form 5695 on this tax return, not the Joint Occupant Max Residential Credit, but Proseries brings it in automatically on the wrong line - I would have to manually type in the count to calculate the bill appropriately. The list of forms on the Invoice is incorrect as well because of this. Everything below a certain point is off by a line - not sure exactly where it starts. Not sure where to report this bug, but our invoices and billings will be off until it is fixed.

Just-Lisa-Now-

its an issue every year!

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

aguffre

Really? Wow. We've never noticed it until this year! Maybe we're just earlier than usual on some returns this year.

Just-Lisa-Now-

anytime a new form is added, the form names move down a line but the prices don't.....so setting the prices early in the season to try and get a jump on software "housework" seems to bite people in the backside.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

ljr

This happens every year - I fix it when I download then I check it again when I start doing returns incase an update messes it up.

I also "calculate" the price in my head manually then check that the invoice matches me and adjust / fix if it doesn't.

Kathi_at_Intuit

Hi @aguffre Nice to see you in the Community and thanks for posting about the client billing count being off. We appreciarte you taking the time to share the details here. Develpment is aware and is currently reviewing this.

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Kathi_at_Intuit

Thanks @Just-Lisa-Now- and @ljr for confirming that this is happening!

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Kathi_at_Intuit

Hi! We have an update on the client billing. Development is currently working on a fix. We appreciate your patience while they work to resolve this.

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TheTaxReductionCPA

This line jumping of fees has been an ongoing issue at least 3 years that I know about....every year they say it'll be fixed, but every year it sucks hours of time having to figure out where the change occurs then updating all the form pricing, and keeping an eye on all the returns to make sure they haven't changed. It's a real problem for firms that price by form.