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Preset billing
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LD Tax Prep Consulting
Level 1
Saturday
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Hey Proconnect community hope everyone's holiday is blissful. Can someone please advise me how to preset billing base on forms used in the system. Thank you.
1 Comment 1
George4Tacks
Level 15
Sunday
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Not available in PCT. Scroll down to Rates per Form Billing.
This has a few suggestions in the Idea Exchange where you submit product improvement - Here are a few.
With 9 votes it refers to what ProSeries has.
With 4 votes if refers to what Lacerte has.
With 0 votes it refers to Lacerte and QuickBooks.
Pick you favorite & vote for it OR vote for each of them OR do your own suggestion using this article.
Answers are easy. Questions are hard!
