Fee per form (help)

[ILLMAS]

How do I prevent forms I didn't use not to appear in the ATX invioce?  For example, if I entered medical expenses on Sch A even if the TP doesn't itemize, their invoice shows my fee for Sch A, I would like to avoid this.

Thanks

MAS

[BulldogTom]

I delete any form that I am not using in the return.  If you want to keep the detail of what was in that form, you could go to the billing manager and make sure you are on the tab for forms in the return and make the amount $0 so the total comes over correctly.

Tom
Newark, CA

[Jack from Ohio]

Under the tools tab, choose billing manager.  It will change the fees for the return you have open only.

[ILLMAS]

Thanks Jack, perfect.

[Jack from Ohio]

I turned off the function that shows the individual prices for each form and have all the no charge forms show on the invoice.  That way, clients won't be questioning how I arrive at my price, but see all the forms and worksheets related to their return.  Has worked great for 2 years now.