Christian Posted May 28, 2016 Report Share Posted May 28, 2016 Somewhere in the ATX program there is a toggle which brings up a list of all forms used to prepare a given return. I rarely have need to use it and now have forgot how to access this info so I can add it to a billing statement. Can anyone refresh my memory on how to access this function ? Thanks in advance. Quote Link to comment Share on other sites More sharing options...
FDNY Posted May 28, 2016 Report Share Posted May 28, 2016 Here you go. I made it a favorite. http://cchsfs-atx.custhelp.com/app/answers/detail/a_id/14929/kw/input/related/1 Quote Link to comment Share on other sites More sharing options...
FDNY Posted May 28, 2016 Report Share Posted May 28, 2016 Sorry, just reread your post, not sure about a toggle from the program. Quote Link to comment Share on other sites More sharing options...
FDNY Posted May 28, 2016 Report Share Posted May 28, 2016 This was bugging me so while taking a break from my barbecue (guests are cleaning up, delegating is one of my strengths), I found it. While in the return go to Tools > Billing Mgr > For This Return on upper left. Gotta go, they should be done, cooks do have benefits, time for a cold one. 1 Quote Link to comment Share on other sites More sharing options...
Christian Posted May 29, 2016 Author Report Share Posted May 29, 2016 (edited) Well, it worked out just great. I had to go back to the invoice and fiddle around a bit but Wallah Voilà ! the forms list is now included with his invoice. I send a very few invoices as my clients mostly pay on receipt of their returns which sorta explains my lack of knowledge regarding this. Thanks again your help is greatly appreciated. Edited May 31, 2016 by jklcpa fix word Quote Link to comment Share on other sites More sharing options...
Abby Normal Posted May 31, 2016 Report Share Posted May 31, 2016 On 5/29/2016 at 1:49 PM, Christian said: Wallah ! Quote Link to comment Share on other sites More sharing options...
Christian Posted June 1, 2016 Author Report Share Posted June 1, 2016 Ach, die Franzosisch ! 1 Quote Link to comment Share on other sites More sharing options...
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