Form Fee Rollover

[MAMalody]

Can anyone tell me how, in ATX, to roll over the form fee schedule from the prior year?

[BulldogTom]

When you roll over your first return, you select the boxes on the upper right hand side.  One of them is billing rates.  If you don't click on that when you do your first return, the rates won't come over.  Once you do click on that box, every return afterward will have the billing rates.  You only have to do it on one return.

Hope that helps.

Tom
Newark, CA

[MAMalody]

Agh!!!!! I did not check that when I was checking some things out.  Jeez.

[Jack from Ohio]

In the Rollover Manager, click on the Rollover tab.  Then double click on Form fees.

[MAMalody]

That does not work Jack.  If you try it without any return selected, the Rollover tab is grayed out.  If you select a return, it just automatically rolls over the return without any option on Form fees.  Maybe I misunderstood your instructions?