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1040 - Billing Schedule Configuration

2 months ago

 

Updated

This article demonstrates how to configure a new billing schedule in CrossLink 1040. This article may be useful if you are new to using the program and would like the program to automatically calculate the total invoice amount that should be charged for tax returns.

Billing schedules are an optional function of the program that are used to produce a bill for any Federal or State tax form you prepare with the program. With billing schedules, you can specify billing amounts based on forms, worksheets, and line items. The program will automatically determine the total fees and can print an invoice with each tax return.

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