Opfor77
Level 4
03-15-2026
01:38 PM
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How do I print out a page summary of all forms used in the client's 1040?
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Level 8
03-15-2026
01:43 PM
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I think you may be able to customize the print option to show a list of forms.
Level 11
03-15-2026
04:01 PM
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@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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Opfor77
Level 4
03-15-2026
05:00 PM
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Thank you!!