How to configure the program to charge the same tax preparation fee for every return prepared (a flat rate)
SUMMARY
This article demonstrates how to configure the program to charge the same tax preparation amount for every return prepared (flat rate billing).
MORE INFORMATION
To configure the program to charge a flat fee for each return, follow these steps - (SHOW ME):
- Log in to the program as a user with administrator rights.
- From the top menu, select Setup->Billing Setup.
- Click the Form Billing tab.
- Type the desired tax preparation fee in the Per Item columns of the 1040, 1040A and 1040EZ rows.
- Verify all other form billing is left blank.
- Click OK to save the changes.
The program will now charge this fee for every 1040, 1040A or 1040EZ.