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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. |
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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 |
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