Welcome back! Ask questions, get answers, and join our large community of tax professionals.
- Topics
- Training
- Community
- Product Help
- Industry Discussions
- User Groups
- Discover
- Resources
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
- Intuit Accountants Community
- :
- Lacerte Tax
- :
- Lacerte Tax Discussions
- :
- Re: Is there any way to add charges to the invoice that will rollover into the next year?
Is there any way to add charges to the invoice that will rollover into the next year?
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
cvmtaxlady
Level 1
05-16-2024
04:00 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Hello Community,
I am reaching out to the community board to see if anyone knows how to add charges throughout the off season that will roll over to the following year lacerte. Our issue is that we have lots of people who call on the offseason with tax question. At times we spend 30-45 minutes on the phone with them so we would like to charge them for our time, but do not want to send small invoices we just want to add it to their next years tax return.
Any tips or suggestions on this matter will help.
Please and Thank you very much for your time.
R. Peterson
1 Comment 1
Strongsilence-C
Level 10
05-16-2024
05:35 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Additional Charges (Screen 5.1) carryover.
