Detailed Invoice with Forms and Schedules that can export to QBO

[juliermerrillcpa]

Please implement a detailed invoice (similar to what is done in Lacerte) where all the forms and schedules are listed on the invoice for both Federal and State.  Allow us to add supplemental charges and line items and since we are all connected, it would be fabulous to export or "send" to QuickBooks Online for billing.

[juliermerrillcpa]

This is for ProConnect Tax

[Anonymous]

Thanks for the idea. We are changing the status to "Open for voting" since it has been around for over 30 days and 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.

[gscholten]

This would be a great feature to have.  Moving to PTO and my old software automatically calculated the return price based on the price schedule I entered.  Would be nice to have PTO to this so I don't have to have an external program that calculates the prep price.

[KariA]

Agreed, this is essential to time saving automation.  It seems odd to me that this hasn't been a feature already!

[puravidapto]

I understand the necessity and I'm not opposed to it, but I'd like to point out a potential issue. Comprehensive services, like a house, are more than just the sum of their parts. Just as a house is not merely a collection of bricks and mortar but a cohesive unit providing shelter and comfort, our service provides value far beyond individual tasks or processes. In practical terms, for a rental home, I spend varying amounts of time on different returns, depending on the organization of the data. Therefore, when implementing this, I recommend including an option to use it or not, according to individual needs. Thanks.

[SteveOcheltree]

Agreed. This is essential. Since you already do this in Lacerte it shouldn't be that hard to implement. Would be valuable to have the detailed invoice go to QBO for billing.