I've used Client Invoice Form Charges since 2004 and each year I print last year (2022) and pencil in the new charges for 2023 by applying an inflation increase (3% this time) and then keypunching each 2023 form charge into Lacerte. With federal and 10 states for Individual and adding the PShip, Corp, SCorp and Fiduciary fee schedules, this is a HUGE list of individual forms to update and keypunch. 3 Hours to update 2023 Form Charges. Totally unnecessary and time wasted.
LACERTE PLEASE let me simply Export to a spreadsheet, apply my inflation percentage, and then Upload the new Form Charges to the Client Invoice Form Charges.
PLEASE. PRETTY PLEASE. BEGGING.
Client > Group Select
Print > Database Reports > Status. Choose the billing/receipt or other status item that you need.
This prints a report. I think you can export the report to Excel.
Please let me know if that helps.
@larrygrussell1 Have you learned how to do it?
Here is where I am trying to export to an Excel the "Form Charges":
Settings > Client Invoice > Form Charges <== Lacerte has a "Print" but not an "Export" button and not an "Import" button.
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