Invoice print options

By default, invoices are based on the client collation, and they list the forms you've prepared for the client, as well as each form's corresponding charge if you've entered per-form charges.
If you choose not to print the forms list, UltraTax CS will sum the per-form charges and print the total on the invoice, or it will print the flat rate if you entered one on the client's
Screen Letter
(located in the
General
folder).
If you don't want to print a forms list, or if you don't want the price to print next to each form, follow these steps.
  1. Select
    Setup
    , then
    1040 Individual
    (or other Federal product).
  2. Go to the
    Federal
    tab.
  3. Select
    Invoice
    , then
    Text & Format Options
    .
  4. Select
    Options
    .
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