Global rates per form isn't working even after transferring a new return. Went through tutorials following directions and still not working. Any idea of the problem?

[joel-scheuher]

I've tried setting up Global Billing Options using the rates-per-form options. It has worked in the past, but it isn't working for TY 2018. I went to Tools --> Options --> Global Billing Options --> 3. Per Form Charges: Per Form Charge & List only forms charged for in return and include the charges.

When inside a return, if I go the the client specific billing option and click the box at the top that says, "Check this box to remove every field . . .etc." then the rates-per-form flows from what I've entered. It isn't working automatically, even after transferring a new client from TY2017 to TY2018. 

I've also tried this with other billing options, and it's behaving the same way. The global billing isn't working automatically, only when I click the client specific billing and click the box at the top. 

I've gone through the online help and also tried going to File --> Transfer -->  Transfer Preparer & Billing Info . . . That didn't work either. 

Any ideas on why this isn't working, even after I transfer a new client to the homepage from previous years?

[IRonMaN · Accepted solution]

I don't use that feature myself, but according to other posts, if you check the caution box at the top of the billing sheet, that will fix things.  But you will have to do that with each client.

[joel-scheuher]

Yes, that works, but this used to work automatically, without my going into each client individually and clicking the box.

[IRonMaN]

Lots of things worked better in the past, but so far this hasn't been Intuit's finest hour.

[mhpenner85]

why doesn't this box appear on the global selection?? wouldn't that make sense??