11525: Form Description Missing in the Bill and/or Summary

If there are lines not showing descriptions on the bill or bill summary, you will have to provide a form name in the pricing file.

First identify the form number. Point to each document (Basic view) or document name (Enhanced view). A tooltip appears that identifies the form code (1), name (2), description (3), and number (4). Note the form numbers of all forms that lack a form name.

Now go to Setup > Pricing to display the Pricing Setup screen.

In the Form section, select the type of return you were preparing, then:

1. Click on the Form tab and scroll down until you find the form Number that was previously identified as lacking a form name. Double click on the line to edit the entry.
2. Type the name of the form in the Form Name field, as you expect to see it on the Bill.
3. Click Update to apply the change to the list.
4. Click Save at the bottom of the window to save the changes. 

Now view the bill again. The bill will now identify the form name you supplied.

Note: The list on the Pricing Setup screen can be sorted by clicking the column headers.