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?