How to Configure The Program to Charge a Flat Rate Tax Preparation Fee For Each Return

Configuring the program to charge a flat rate tax preparation fee for each return:

 

  1. Log into the program as a user with Administrator rights.

  2. On the Setup menu, select Billing Setup

  3. Click on the Form Billing Tab.

  4. Enter the desired tax preparation fee in the Per Item columns of the 1040, 1040A and 1040EZ rows.

  5. Verify all other form billing is left blank.

  6. Click OK to save the changes.

The program will now charge this fee for every 1040, 1040A or 1040EZ.