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I've tried setting up Global Billing Options using the rates-per-form options. It has worked in the past, but it isn't working for TY 2018. I went to Tools --> Options --> Global Billing Options --> 3. Per Form Charges: Per Form Charge & List only forms charged for in return and include the charges.
When inside a return, if I go the the client specific billing option and click the box at the top that says, "Check this box to remove every field . . .etc." then the rates-per-form flows from what I've entered. It isn't working automatically, even after transferring a new client from TY2017 to TY2018.
I've also tried this with other billing options, and it's behaving the same way. The global billing isn't working automatically, only when I click the client specific billing and click the box at the top.
I've gone through the online help and also tried going to File --> Transfer --> Transfer Preparer & Billing Info . . . That didn't work either.
Any ideas on why this isn't working, even after I transfer a new client to the homepage from previous years?
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