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1040 - Billing Schedule Configuration

2 months ago

Updated

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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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Follow the instructions below to successfully configure your billing setup:

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Billing Scheme Tabs	Description
General	Update General Office Information and various customization options
Form Billing	Adjust pricing options (base quantity, base price, and per item) per form (Federal & State)
Worksheet	Adjust pricing options (base quantity, base price, and per item) per worksheet (Federal & State)
Line Items	Adjust pricing options (base quantity, base price, and per item) per line item (Federal & State)
Discounts	Update any existing discount options or add new discounts to be applied to billing scheme
Custom Charges	Update any existing custom charges or add new custom charges to be applied to billing scheme
Custom Settings	Update custom office information