Drake Tax - Statement/Overflow Pricing

Article #: 13783

Last Updated: October 18, 2024

 


Tags: Drake Tax

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How to create a price for statements and have them show on the client’s bill

Yes, you can set a price for the Overflow Statements and choose to have them included on the client’s bill by going to Setup > Pricing and locating the line item Form Name: Overflow. If you want it to appear on the bill, make sure the box under the Bill column is checked before exiting the screen.

In Drake22 and prior, edit the setup, mark the box Include on Bill, then click Update and Save.