UNDER GLOBAL BILLINGS OPTION I HAVE PER FORM CHARGE CHECKED AND d CHECKED, BUT IT DOES NOT AUTOMATICALLY CHECK THE BOXES ON EACH TAX RETURN I OPEN. HOW CAN I FIX IT?

[plockamy]

THIS IS ALL I HAD TO DO IN THE PAST TO GET IT TO WORK, BUT THIS YEAR IT DOES NOT TRANSFER TO EACH TAX RETURN I OPEN.

[Ernie · Accepted solution]

First, all caps is considered shouting, so please don't shout.

There is a known problem with returns not pulling global billing options.  To get the information on the bill go to Client Billing and click the first box marked CAUTION.

Dusty Ernie