PatP3005
Level 3
‎12-06-2019 09:27 PM

Installed 2018, transferred clients and did File>Transfer Preparer and Billing Info. When I open Client Billing in a return, the Charges Per Form section is completely blank.

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PatP3005
Level 3
‎12-06-2019 09:27 PM
For anyone else looking for the answer to this question - I called tech support about this. Apparently ProSeries never has transferred the per form rates over from earlier year. How quickly we forget!
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TaxGuyBill
Level 15
‎12-06-2019 09:27 PM
It certainly always has carried it over from year to year.  If tech support told you that it never did, they were wrong.
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TAXOH
Level 11
‎12-06-2019 09:27 PM
:+1::+1:
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The-Tax-Lady
Level 9
‎12-06-2019 09:27 PM
It's always transferred, unlike information to "support", which generally doesn't have a clue what's going on.
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PatP3005
Level 3
‎12-06-2019 09:27 PM
Hmmm. Well I appreciate the feedback. I feel a little better knowing I haven't completely lost my mind!
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TAXOH
Level 11
‎12-06-2019 09:28 PM

It is a bug.  It used to transfer over.  If you client billing and check the Caution box at the top I think it will calculate. 

View solution in original post

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PatP3005
Level 3
‎12-06-2019 09:28 PM
Wow! How bizarre. I never would have tried that. Thanks for the tip TaxOh! Much appreciated.
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TAXOH
Level 11
‎12-06-2019 09:28 PM
You're welcome.  
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