Question about the Bill

[mcbreck]

Is there a way to see what I charged last year without going into last year's software? If not, I'll add it to my preparer notes.

[BrewOne]

the total for last year is at the top of this year's Billing screen; to see a breakdown of charges, you'll need to go into last year's return if you don't have a copy of the invoice.

[mcbreck]

Mine doesn't show that. I'd need the detail anyway as I show a bill price and then give a discount. Thanks.

[jklcpa]

10 hours ago, mcbreck said:

Mine doesn't show that. I'd need the detail anyway as I show a bill price and then give a discount. Thanks.

I don't think it automatically comes forward from 2022. When you update the file from last year to create the 2023 return, you would have to check the box to update the bill payment screen.

[mcbreck]

10 hours ago, jklcpa said:

I don't think it automatically comes forward from 2022. When you update the file from last year to create the 2023 return, you would have to check the box to update the bill payment screen.

Thanks. I'll check that.