...
Top of Form
Bottom of Form
Articles in this section
1040 - Reduce the Number of Pages Printed when Printing Final Return
1040 - Bank App Does Not Appear on Return When Choosing a Bank Product
1040 - Change Access level to view or not view Non Owner Returns
1040 - Billing Schedule Configuration
2 months ago
Updated
| Info |
|---|
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.
...
Follow the instructions below to successfully configure your billing setup:
...
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 |
Was this article helpful?
Yes No
0 out of 0 found this helpful
Recently viewed articles
Related articles
© CrossLink Professional Tax Solutions, LLC. All rights reserved. | KB Home | 800.345.4337 | Contact Us
...