Overriding Client Invoice Catalog Pricing

The Client Invoice Summary Overrides window allows you to add override amounts for form types to be added to the client invoice for a return configuration set. In addition to entering override amounts for specific forms on the Client Invoice Pricing Table window, you can add override amounts for all forms of a specified type on the Client Invoice Summary window. Form type summary override amounts are saved for a selected tax year and return type.

To enter summary overrides for a set of forms, 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.

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

  5. Click Summary Override on the Client Invoice Pricing Table window.
  6. Enter an amount for one or more form types. Negative amounts are not accepted. You can enter a zero to apply no charge (N/C) for a form type.
  7. Click Save. Summary override amounts are entered as an override amount for each corresponding form in the Pricing Table that did not have a previously saved override.

Important: Summary override amounts are applied to all tax authorities that are applicable to a form type.

Note: Summary override amounts do not replace the override amounts entered on the Client Invoice Pricing Table window. For example, if you save a summary override amount for main federal tax forms and you save a different override amount for a specific federal form in the Pricing Table, the pricing table amount will be applied for the specific form on the client invoice, not the summary override amount.