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Billings per form are not matching to the global rates per form

daleboss
Level 1

After an update of ProSeries Basic...

Forms not used are assigned a billing amount, forms used are not assigned a billing amount or are assigned an incorrect billing amount.

At the same time, lines have appeared in the Standard Paragraph that were not entered. Partly transferred from 2019 return?

 

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Accepted Solutions
TaxGuyBill
Level 15

I haven't seen that yet. 

If you delete the billing/invoice page, and re-generate it, that often will fix a problem like that.

View solution in original post

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5 Comments 5
TaxGuyBill
Level 15

Oh no, please don't tell me that they did this AGAIN. 

I thought they had finally learned ... stupid me for thinking that.

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TaxGuyBill
Level 15

I  just updated it and tested it, and it seems to be fine for me.

When you go to the "Tools" menu, then "Billing", then "Billing Rates per Form", are they messed up on there?  Or is it only on the client invoice?

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daleboss
Level 1

I misstated the problem.

In the billing page, forms have a count of 1 that are not present in the return. I suspect this is because the full list of forms in Global Rates does not match the list of forms for Billing for the return.

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TaxGuyBill
Level 15

I haven't seen that yet. 

If you delete the billing/invoice page, and re-generate it, that often will fix a problem like that.

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TaxMaam
Level 3

Rates per form are not reflecting correctly to Client Billing Options on New Clients. They are correct in the Rates per Form area. They randomly charge for things that aren't billable on the Client Billing Options. Please fix.

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