Below are solutions to frequently asked questions about the Tax History Report in ProSeries.
Preparation Fee is not printing on the Tax History Report
The program is functioning as designed.
The ProSeries Tax History Report provides the tax preparer with on-screen visibility to fees charged to a returning client in prior years, when that client's data is transferred forward from the prior year. Many tax preparers that use ProSeries like to provide their clients with a copy of the Tax History Report, which provides up to a 5-year view of their financial history. However, the Preparation Fee row should never print on the Tax History Report.