Option

Description

Select Bill format

Comprehensive: Creates an itemized bill

Summary: Creates a summarized bill

Classic: Creates a comprehensive bill in an alternate format

Show preparer fees withheld from bank product

Print the preparer fees withheld from the bank product amount on the bill

Sales Tax

State and Local sales tax: Enter the state and local sales taxes as a decimal or whole number

Billing statement format

Choose what information is shown on the bill

Header on bill

Choose what information is shown on the bill's header

Classic Bill Options

Print taxpayer's phone number on the bill

Print taxpayer's e-mail address on the bill

Custom Paragraph Options

Options: Set custom content to show on top or bottom of bill

Paragraph Content: Enter custom content



Setup Options