Creating a Title Line with your Firm Name

To add a title (firm name) to your reports, go to the Main menu.

Insert your desired Header and Footer text.

Header lines will print at the top of each report and are used to show your firm name and to add a disclaimer statement.

Example: "Estimates Prepared by ABC Law Firm - Review with your Accountant"

The Headers and Footers selections allows you choose where you want the text placed on the report:

Left,
Center line, or
Right,

as desired and click on Save Current Case Information. The title will be printed on all reports for that case.

Permanently Saving Title Line

If you want to permanently store the Header Line (it will print all the time), perform this procedure immediately upon launching the software (blank Doe case). Then select the Tools menu and select Default - Headings.

Save New Settings (see Tools menu)

This selection is very important. It will permanently save the changes to the software each time you retrieve a new case. This is also used to update the tax rates each year and to change the Social Security Wage Base.