I expect that by the Oct 15 extension deadline, we will s...

Taxprohere · ‎12-06-2019

There was a similar post/answer from a year ago, but this is not the same issue. I am not changing the global options after a transfer. I have global options set at Per Form Charges and 3d (show only forms being charged). Yet when I transfer a client from 07 to 08, this option is blank. I am currently having to go to the billing page and recheck the caution box (to re-import the current options)...for every transfer. New clients are not affected.

Ideas of what the problem is?

TAXOH · ‎12-06-2019

I thought they fixed it with an update but if it still isn't working when you transfer a client over now then I guess they're still working on it.

View solution in original post

Taxprohere · ‎12-06-2019

Good News!!!! The latest alert said it would be fixed with the next update! Well, this update temporarily on hold til Intuit fixes a problem before that fix with an update. But I have HIGH HOPES that it'll be fixed on the April deadline. Yippeee! Can't wait for this tax program to be in smooth operation come May.

Just-Lisa-Now- · ‎12-06-2019

I noticed today after updating that the global option on the ES worksheet to round to the nearest $10 has finally been addressed too!

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

dd4vols · ‎12-06-2019

I expect that by the Oct 15 extension deadline, we will still be getting the dreaded 'yellow bar', with the first words being.. "It has come to our attention, that during the most recent update...……………………."

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