Adding Forms and Adjustments to Custom Client Invoices

The Client Invoice Add Items window allows you to add up to ten manually prepared forms and ten client billing adjustments with their amounts to be added to the client invoice for a return configuration set. Form and adjustment amounts are saved for a selected tax year and return type.

Forms entered in the Forms grid are considered to be manually prepared forms. The form amounts are added to or subtracted from the Computer Charge area of the client invoice. A billing amount is needed to ensure that the computer charge for a manual form is billed since it will not be included in the generated forms list.

Adjustments entered in the Adjustments grid are considered to be miscellaneous billing statement adjustments to the computer charge and are added to or subtracted from the tax preparation fee in the bottom section of the client invoice.

To add pricing for forms and billing adjustments, 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 to display the Tax Return Configuration Set - Custom Client Invoice options. See Configuring Return Configuration Set Custom Client Invoice Options for more information about this window.
4. Select options for form and record pricing:
   1. Select a tax year from the list of current and previous tax years.
   2. Select a return type from the list of installed return types for the selected year.
   3. Click Edit invoice to display the Client Invoice Pricing Table window. See Reviewing and Editing Custom Client Invoice Pricing for more information about this window.

   Note: If you are creating a return configuration set, you must save the return configuration set to enable the Edit invoice option.

5. Click Add Items on the Client Invoice Pricing Table window.
6. Enter form descriptions and billing amounts, if needed. You can add up to ten forms and either positive or negative amounts. Negative amounts are subtracted from the Computer Charge amount and positive amounts are added to the Computer Charge amount.
7. Enter adjustment descriptions and billing amounts, if needed. You can add up to ten adjustments and either positive or negative amounts. Negative amounts are subtracted from the invoice adjustments and positive amounts are added to the invoice adjustments.
8. Click Save.

Note: If a form or adjustment description is entered without a form or adjustment amount, the invoice does not total. It is assumed that an amount will be added manually to the invoice at a later time.