1040 - Billing Schedule Configuration
- Brandon Bellamy
- Zac Crites
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:
1. Log into CrossLink 1040.
2. Click Setup > Billing Setup.
3. Configure any/all Billing Scheme Settings and click OK.
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 |