Billing Changes not reflecting on Tax Return (Reload Billing)
Changes made to the software billing setup will not automatically flow to existing Tax returns. New Tax returns will load based on the default Billing scheme saved in the Office Setup under the General Tab within the Billing Section.
Possible Causes:
The Billing Scheme/Fees were updated after tax returns have been created.
Resolution:
- From within the tax return.
- Select Return from the menu.
- Choose Re-Load Billing (Ctrl+U).
- Review the Invoice to confirm the changes were applied accordingly.
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