How to configure a billing schedule
- Anhduy Nguyen (Deactivated)
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This article demonstrates how to configure a new billing schedule in CrossLink TaxProAlliance.
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.
To configure a billing schedule, follow these steps –
Log in to CrossLink TaxProAlliance as a user with administrator rights.
Click Setup → Billing Setup.
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 |
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