Why didn't my per form charges transfer over to this year with everything else?

Forum|Forum|6 years ago
December 7, 2019
8 replies
31 views

Installed 2018, transferred clients and did File>Transfer Preparer and Billing Info. When I open Client Billing in a return, the Charges Per Form section is completely blank.

ProSeries Professional

This topic has been closed for replies.

Best answer by TAXOH

It is a bug. It used to transfer over. If you client billing and check the Caution box at the top I think it will calculate.

PatP3005Author

Level 3

For anyone else looking for the answer to this question - I called tech support about this. Apparently ProSeries never has transferred the per form rates over from earlier year. How quickly we forget!

T

TaxGuyBill

It certainly always has carried it over from year to year. If tech support told you that it never did, they were wrong.

TAXOH

Level 10

T

The-Tax-Lady

Level 8

It's always transferred, unlike information to "support", which generally doesn't have a clue what's going on.

PatP3005Author

Level 3

Hmmm. Well I appreciate the feedback. I feel a little better knowing I haven't completely lost my mind!

TAXOHAnswer

Level 10

It is a bug. It used to transfer over. If you client billing and check the Caution box at the top I think it will calculate.

PatP3005Author

Level 3

Wow! How bizarre. I never would have tried that. Thanks for the tip TaxOh! Much appreciated.

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