Sonia E Narvaez

ProConnect Tax Idea Exchange

Submitted by on ‎09-03-2021 04:28 PM

The invoice does not carry over the current date

The invoice does not show the number of forms being prepared

the invoice does not calculate the fee

very difficult to pull an invoice for a client with basic charges and have to consistently change the date...

 

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Comments
puravidapto
Level 7
‎09-17-2021 05:22 PM
‎09-17-2021 05:22 PM

I agree that the invoice should have current date and a list of forms prepared, but it cannot calculate fees as it does not know how much you charged.

Sonia E Narvaez
Level 1
‎09-20-2021 02:08 PM
‎09-20-2021 02:08 PM

If you price the forms at a different screen, the system charges as the forms are used, as we did in ProSeries, and then have additional things such as others and then you can add for timing if needed, then it will calculate. This was done in Pro series, I do not understand why we cannot do it in Proconnect?

sjrcpa
Level 15
‎09-20-2021 07:04 PM
‎09-20-2021 07:04 PM

They are totally different animals even though both are Intuit products. PTO is based on Lacerte, not ProSeries.

IntuitGabi
Community Manager
Community Manager
‎05-26-2022 10:28 PM
‎05-26-2022 10:28 PM
Status changed to: Open for voting

Thanks for the idea. We are changing the status to "Open for voting" because it is no longer considered "New". If you have any questions on the life cycle of an idea, check out our Idea Getting Started Guide for more information.