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Posted

I've been using ATX for several years and here's a problem I've always had but never bothered to inquire about. In the Billing program is there an automatic way for Schedule D's charges to be based upon the number of SELL entries: right now my program bills the same $ amount whether Sched D has 1 entry or 20. I know that I can always adjust the return's fee manually. I'm looking for an automatic way.

Second question while I'm here.... the billing program is not yet functional on my 2007 software. Is this the case with everyone's?

Posted

I never knew there was such a feature! I would love to know how to do that. Then I wouldn't have to adjust for a Sch D prepared only because of capital gains div, or some other flow through feature.

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