New (tax) year, new help!

Fixed Assets and UltraTax CS 2023 help is now on Help and Support. We're still moving articles, but you can find most content for the 2023 tax year there. Continue using the Help & How-To Center for tax years 2022 and older.

By default, invoices list the forms you have prepared for the client, along with each form's corresponding charge; if you have 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 under the General folder).

If you do not want to print a forms list, or if you do not want the price to print next to each form, follow these steps.

1. Choose Setup > 1040 Individual (or any other Federal product).
2. Access the Federal tab.
3. Click Invoice > Text & Format Options.
4. Click Options.

   

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