I noticed on the 2025 Billing Worksheet that the Per Schedule Charges for the T1 is still showing up as “2024 Federal Return” instead of citing “2025 Federal Return”.
I haven’t seen anyone else comment on this yet, so I thought I’d better address it so it gets corrected in the next update. We had the same problem last year too where it was missed.
Thanks.
I wonder if it’s how something is set up? Mine doesn’t show the year on the billing page.
I don’t do detailed invoices, so everything looks normal there
I had’t looked until the second post but I don’t have that problem either. ie. I look like the second graphic.
Appreciate your comments as they helped me isolate the problem. The issue was in the Price section in the 2025 setup. I had selected the option to carry forward 2024’s pricing and carried forward the label “2024 Federal Return” which needed to be changed to “2025 Federal Return”.
When I process several tax years together, I’ll often group all returns into one invoice. In those scenarios, the label “Federal Return” was not descriptive enough, especially when you have 3 of these, which is why I added the year label to it. And when doing mixed year returns each year, I can see at a glance which tax year the invoice was for.
