Configuring Return Configuration Set Custom Client Invoice Options

The Custom Client Invoice return configuration set options set default values that are used when creating custom invoices for returns. To preview or print custom client invoices in returns, select Print > Print Return Sections from the Application menu, and then Preparer Reports > Client Invoices on the Print Return Sections window. You can override the return configuration set custom client invoice options for specific returns from the Invoice Options section on the Return Options worksheet.

The Stationery Options window in the return configuration set allows you to upload custom letterhead to use with client invoices. See Configuring Return Configuration Set Stationery Options for more information.

To set custom client invoice options, do the following:

1. Open Dashboard, click Application Links on the navigation panel, and then click Configuration > Return configuration sets under Tax.
2. Double-click a return configuration set on the navigation panel.
3. Click Custom Client Invoice on the navigation panel.
4. Select the preparation option to set the default type of custom client invoices to prepare for returns.
   • Do not prepare client billing statement. Suppresses client invoice production.
   • Detail with no amounts. Shows an itemized listing of each form and schedule prepared in the return. A single invoice amount will be listed at the bottom of the invoice. The amount is calculated based on the entries for Tax Preparation Fee, Fee Multiplier, Include in Client Fee, Amount Taxpayer Prepaid, Form Description, and Adjustment Description in the return itself. If there are no entries in those fields in the return, the amount is left blank.

   Note: If you send invoice amounts from Tax to Practice, selecting Detail with no amounts sends a $0.00 value. See Configuring the Return Configuration Set Practice Invoice Interface for information about enabling this Practice option.

   • One line total fee. Shows a simplified, one line bill. The invoice amount is calculated based on the Tax Preparation Fee, Fee Multiplier, Include in Client Fee, Form Description, and Adjustment Description. If there are no entries in those fields in the return, the amount is left blank.
   • Custom fee schedule detail with amounts. Shows an itemized listing of each form and schedule prepared in the return. Each form will have a price listed next to it that is based on the price set in the Custom Client Invoice. If amounts are entered in the return for Tax Preparation Fee, Amount Taxpayer Prepaid, Form Description, and Adjustment Description, these amounts will be listed separately.
   • Custom fee schedule with total amount. Shows an itemized listing of each form and schedule prepared in the return, but no pricing amount will print next to each form. The total invoice amount is calculated based on the prices set for each form in the Custom Client Invoice. If amounts are entered in the return for Tax Preparation Fee, Amount Taxpayer Prepaid, Form Description, and Adjustment Description, these amounts will be listed separately.
   • Accountant copy only - detail with no amounts. Same as the Detail with no amount option and prints only in the Accountant copy only.
   • Accountant copy only - one line total fee. Same as the One line total fee option and prints only in the Accountant copy only.
   • Accountant copy only - custom fee schedule detail with amounts. Same as the Custom fee schedule detail with amounts option and prints only in the Accountant copy only.
   • Accountant copy only - custom fee schedule with total amount. Same as the Custom fee schedule with total amount option and prints only in the Accountant copy only.
5. Enter the processing fee multiplier. The amount entered is multiplied by the net or gross client processing fee to determine the Total Fee/Computer Charge amount.
6. Select from the following print options:
   • Print fee calculation billing statement. Prints a detailed pricing sheet based on CCH Axcess catalog prices in the accountant copy type.
   • Print client ID on invoice. Prints the client ID above the invoice date on the invoice.
7. Select the option for printing the taxpayer phone number and email address on the invoice.
8. Select options for form and record pricing:
   1. Select a tax year from the list of current and previous tax years. Tax years that already have custom invoice pricing display in blue font.
   2. Select a return type from the list of installed return types for the selected year. Return types that already have custom invoice pricing display in blue font.
   3. Click Edit invoice to display the Client Invoice Pricing Table window and review or edit form and record pricing for the selected tax year and return type. You can also enter an invoice greeting. See Reviewing and Editing Custom Client Invoice Pricing for more information.

   Notes:

   • If you are creating a return configuration set, you must save the return configuration set to edit the invoice.
   • For information on the Copy pricing to other return configuration sets feature, see Copying Client Invoice Pricing.

9. Click Save to save your changes and continue working in the return configuration set, or click Save & Close to save your changes and close the return configuration set.

Note: After editing form and record pricing, and then saving the return configuration set, you can edit form and record pricing for additional tax year and return type combinations in the same return configuration set.