Invoice print options
By default, invoices are based on the client collation, and they list the forms you've prepared for the client, as well as each form's corresponding charge if you've entered per-form charges.
If you choose not to print the forms list, UltraTax CS will sum the per-form charges and print the total on the invoice, or it will print the flat rate if you entered one on the client's
Screen Letter
(located in the General
folder).If you don't want to print a forms list, or if you don't want the price to print next to each form, follow these steps.
- SelectSetup, then1040 Individual(or other Federal product).
- Go to theFederaltab.
- SelectInvoice, thenText & Format Options.
- SelectOptions.noteTo see an explanation for each option, highlight that option and the description displays.
