bbowie505
Level 3
‎01-25-2020 02:28 PM

Is there a way to add forms to the forms in use in the client template so they are they every time I open a new client file?  I would like to add the Schedule B and the Client Status so they show up every time instead of having to add them. 

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clr600
Level 8
‎01-25-2020 02:54 PM

I believe the two forms that you ask about would need entries to show up in forms in use

 

Just-Lisa-Now-
Level 15
Level 15
‎01-25-2020 03:04 PM

Agreed, Sch B wont appear in the forms in use list until youve made an entry in it.   

I just use Where Do I Enter and type B to find the form quicker than digging through any list for it.

The Client Status you can can be prompted for before exiting a client file (I think thats what this setting means)

status.png


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

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chasetax
Level 7
‎01-26-2020 07:48 AM

Sch B--if you click on force print-even if less than $1,500--I believe Schedule B will be in every return

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Just-Lisa-Now-
Level 15
Level 15
‎01-26-2020 08:12 AM

Where is that setting?  I know Ive used that in the past to make sure my Sch B prints (I want to see the list regardless of how much $$ they have), but I cant remember where that check box is.  I want to make sure I have it checked on this new install.

 


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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clr600
Level 8
‎01-26-2020 08:43 AM

F6 Bi on billing worksheet

Just-Lisa-Now-
Level 15
Level 15
‎01-26-2020 09:13 AM
Thats for billing per line, I dont use that.....I know there a setting somewhere to Print the Sch B even if under 1500

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
clr600
Level 8
‎01-26-2020 10:08 AM

On Schedule B just between the Interest worksheet and Dividends worksheet there is a box to check. But that would produce an error if no entries.

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