The new form 8879 no longer has the tax year listed on it. Please have an error on it so that we remember to fill it in.
@chasetax Are your directions for editing a client template for ProSeries or is it for Lacerte?
proseries professional
Unfortunately, a Template edit will only be effective for NEW files, not files transferred from prior year.
That's only for new clients not transferred clients
Editing the client template does not make the year print in bold in the upper right hand corner. The phase "QMB No. 1545-0074" is there, not the year.
Thank you for your comments.
This is considered an enhancement and is eligible for review by the team! We appreciate your feedback.
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