New Feature I Love

[GULFPORTCPA]

A new feature that I love this year is the Last Years Total Bill amount and the clients telephone number option that appears on the Billing Options page.

[Janitor Bob]

A new feature that I love this year is the Last Years Total Bill amount and the clients telephone number option that appears on the Billing Options page.

With all the well-deserved negative comments....I will give credit where due....This is a nice feature

[mcb39]

With all the well-deserved negative comments....I will give credit where due....This is a nice feature

I was very surprised by and impressed with that also.

[LSmith33]

I noticed that too and love it! Makes life somewhat easier.

Anyone seen the client instructions they've put together? I wish I could customize a little more, but it works well too. In the past I always created an instructions sheet in Word for every return. The new instructions will also save more time for me.

[nynjtaxman]

Hi, I've looked at this feature but don't quite understand how it works. Should it show what the fee was last year? If so, how do you set it up

Thanks Jim

[lydia33]

I usualy write the amount on my copy in pencil. I guess I don't need to do that anymore....but what the heck old dog......new trick......

[mcb39]

Hi, I've looked at this feature but don't quite understand how it works. Should it show what the fee was last year? If so, how do you set it up

Thanks Jim

You don't have to set it up. It rolls over with the information from the prior year and appears near the top of the Billing Worksheet.

[BulldogTom]

Hey, I had not seen that yet. Cool

Tom

Lodi, CA