By customer request, we’ve created a new template for creating an invoice for all family members in a TaxCycle file. The new template is called FInvoice (or FactureF in French). It gathers the billing details from the Billing worksheets in the principal taxpayer, spouse, and any dependants in the TaxCycle T1 file.
We are not adding this to the built-in templates this late in the season, but we would love it if a few preparers would try it out and see what they think. Once we get feedback, we can let you know.
You will need to add this template to your print sets if you want to use it there. This Family invoice can replace your Joint invoice altogether, so if you like it, you will want to remove the Joint invoice from your print set.