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Summary of forms used

Opfor77
Level 4

How do I print out a page summary of all forms used in the client's 1040?

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Accepted Solutions
dd4vols
Level 11
Level 11

@Opfor77   I do that on my invoice.  I bill a Flat Fee, but then list every form and Worksheet used in the return.

Tools>>Billing>>>Set Billing Options>>>Global Billing Options>>> I select in 1 FlatFee, and in 3, I select  Per Forms Charges and then choice C..List all forms, but do not include charges.

If an answer solves your issue, click on the "Mark as Best Answer" button! Makes it easier for people to find answers to similar questions that have already been posted.

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3 Comments 3
GodFather
Level 8
Level 8

I think you may be able to customize the print option to show a list of forms.  

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dd4vols
Level 11
Level 11

@Opfor77   I do that on my invoice.  I bill a Flat Fee, but then list every form and Worksheet used in the return.

Tools>>Billing>>>Set Billing Options>>>Global Billing Options>>> I select in 1 FlatFee, and in 3, I select  Per Forms Charges and then choice C..List all forms, but do not include charges.

If an answer solves your issue, click on the "Mark as Best Answer" button! Makes it easier for people to find answers to similar questions that have already been posted.
Opfor77
Level 4

Thank you!!

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