Itemized Form Billing Summary does not appear on the invoice

Follow this article to turn off Invoice Short Form. The Billing Scheme is configured to show charges in an itemized manner by default. This allows the invoice to display charges for each form when this method is used. When Display Invoice Short Form is selected this will only generate the sub-totals that add up to the total preparation fee the taxpayer will be charged.  

Follow the steps below to change the billing configuration to display the itemized form billing. 

1. From the Setup menu, select Login Accounts.
2. Open the Login Account encountering issues.
3. Deselect the checkbox for Display invoice short form.
4. Press OK.

Important Note: Returns already created will require a Billing Re-load to view changes made.
Use KB 510 (Reload Billing) for steps on how to Re-load Billing within the Tax return.

Example below of Billing Summary when check mark is removed from Login Preferences.

Article ID: 659
Created: Tue, Jan 30, 2018
Last Updated: Fri, Mar 10, 2023

Online URL: //kb.erosupport.com/article-659.html