Client template

[bbowie505]

Is there a way to add forms to the forms in use in the client template so they are they every time I open a new client file?  I would like to add the Schedule B and the Client Status so they show up every time instead of having to add them. 

[clr600]

I believe the two forms that you ask about would need entries to show up in forms in use

[Just-Lisa-Now- · Accepted solution]

Agreed, Sch B wont appear in the forms in use list until youve made an entry in it.   

I just use Where Do I Enter and type B to find the form quicker than digging through any list for it.

The Client Status you can can be prompted for before exiting a client file (I think thats what this setting means)

[chasetax]

Sch B--if you click on force print-even if less than $1,500--I believe Schedule B will be in every return

[Just-Lisa-Now-]

Where is that setting?  I know Ive used that in the past to make sure my Sch B prints (I want to see the list regardless of how much $$ they have), but I cant remember where that check box is.  I want to make sure I have it checked on this new install.

[clr600]

F6 Bi on billing worksheet

[Just-Lisa-Now-]

Thats for billing per line, I dont use that.....I know there a setting somewhere to Print the Sch B even if under 1500

[clr600]

On Schedule B just between the Interest worksheet and Dividends worksheet there is a box to check. But that would produce an error if no entries.