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Customizing a Lacerte client invoice for a single form
by Intuit•3• Updated 1 year ago
The Lacerte Client Invoice automatically prints the forms that are generating in the return. However, there are times where you may want to print a single form.
To customize/generate a custom client invoice for a single form:
- Select on Settings, Client Invoice.
- Under the List of Invoice Schedule panel, select Add.
- If prompted, select No to Copy 'Default Invoice Setup' Invoice to New Invoice?.
- In the Invoice Name window, enter the Invoice Name
- For example, Custom Invoice for 1040X.
- Select the Print tab.
- Unselect the boxes, Forms and Form Charges.
- Select the Additional Charges tab.
- Enter the name and amount of the charge in the Additional Charge Description column.
- Select Close from the Invoice Setup window.
- Select Yes in the Save changes? window.
- Go to the Invoice, Letter, Filing Instructions screen in the client:
- Screen 5.1 - Individual and Corporate modules
- Screen 2.1 - Partnership and Benefit modules
- Screen 4.1 - S-Corporate, and Gift modules
- Screen 3.1 - Fiduciary, Exempt and Estate modules
- In the Client Invoice section, select the new invoice from the Invoice schedule number dropdown menu.
- Go to the Forms tab to view the Invoice that's being generated with the return.