Detailed Client Invoice Isn't Printing List of Forms and Amounts
Desktop · Written guide Content date 1 min read
In Tax Processors Plus Desktop, if the invoice is not printing a detailed list of the forms and amounts charged, make sure that the Configuration option is set to print the Detailed Client Invoice.
From the Quick Menu of Tax Processors Plus Desktop select:
- Configuration
- Printer / Copies Setup
- Edit the Client Invoice
- Print Detailed or Summary Client Invoice - Make sure this option is set to Detailed.
Note that changing the invoice from summary to detailed printing takes effect in new returns. For a return that's already been started, if the program is still printing a summary invoice rather than a detailed invoice, it has probably been marked complete and the fees will need to be unlocked in the return for the configuration change to take affect. To change from a summary to a detailed invoice, open the return, then Exit the return to arrive at the Receipt Menu. In the Receipt Menu select:
- View / Edit Invoice
- Generate a Detailed/Summary Invoice - Select Detailed.
- Lock Fees on Invoice - Change to No.
Additional Information: