Reviewing and Editing Custom Client Invoice Pricing

The Client Invoice Pricing Table window allows you to review or edit default form and record pricing for a return configuration set. Form and record pricing are applied to custom client invoices printed for your tax returns. The pricing table lists form and record catalog pricing for a selected tax year, return type, and tax authority combination. You can add amounts for additional chargeable forms and adjustments as well as override the catalog pricing for specific forms and records. You can also create a default greeting to include on invoices.

To review or edit custom client invoice pricing, 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 default return configuration set options for custom client invoices. See Configuring Return Configuration Set Custom Client Invoice Options for more information about each option.
  5. 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.
  6. Select a tax authority. The available tax authorities are based on the selected tax year and return type. Tax authorities that already have form overrides display in blue font. Tax authorities that have only custom greetings, summary overrides, or record overrides display in regular font.
  7. In the Form pricing grid, accept the catalog prices, or enter amounts in the Override column to override catalog pricing for specific forms. Amounts entered in this grid override the amounts entered in the Client Invoice Summary Override window for the corresponding form types. Negative amounts are not accepted. You can enter a zero to apply no charge (N/C) for a form.
  8. In the Record pricing grid, accept the catalog prices, or enter amounts in the Override column to override catalog pricing for specific record types. You can enter a zero to apply no charge (N/C) for a record. Record pricing is applied to the client invoice as follows:
    • Field Input Charge. The price is multiplied by the number of worksheet or form input fields with data.
    • Asset Charge. The price is multiplied by the number of assets across all entities in a return.
    • K-1 Charge. The price is multiplied by the number of Schedule K-1s associated with an S Corporation, Partnership, or Fiduciary return.
  9. Select from the following additional options, if needed:
    10. Component Description
    Add Items Displays the Client Invoice Add Items window, allowing you to add amounts for up to ten manually prepared forms and ten additional adjustments to client billing statements. See Adding Forms and Adjustments to Custom Client Invoices for more information.
    Summary Override Displays the Client Invoice Summary Override window, allowing you to override catalog pricing for a group of form types. For example, you can enter one amount to be applied to all main federal tax forms. See Overriding Client Invoice Catalog Pricing for more information.
    Print All Authorities Prints the pricing table for all tax authorities for the selected tax year and return type to a PDF file or printer.
    Print Selected Authority Prints the pricing table for the selected tax authority, tax year, and return type to a PDF file or printer.
  10. Enter text in the space provided to include a custom greeting at the beginning of the client invoice. The option for entering a greeting is available when Custom fee schedule detail with amounts or Custom fee schedule with total amount is selected as the preparation option on the Custom Client Invoice return configuration set window.
  11. You can select other tax authorities to review or edit custom client invoice pricing, if needed.
  12. Click Save to save custom client invoice pricing for the tax year and return type to the return configuration set.
  13. Click Save on the Custom Client Invoice window to save your return configuration set options.

Note: 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.