How to Create a Billing Scheme For Management Dashboard

Creating a Billing Scheme For Management Dashboard

The following steps are provided to create a billing scheme on a Global Scale & push down to User IDs.  This process is used rarely.

1. Log into www.mytaxofficeportal.com using the Tier owners UID (this will require the account to be registered) . 

2. From the top menu, select Office Management->Global Settings> Manage Billing Schemes.  The Billing Schemes screen will open. 

3. Click Create a new billing scheme.  The Schedule Setup screen will open. 

4. In the Schedule Name field, type a name for the billing schedule. 

5. Click Add.  The Fees Setup screen will open. 

6. In the Pick State drop down list, choose the applicable form type. 

7. In the Forms drop down list, choose the type of item to be configured. 

8. To set a price for each item, enter the following next to the item:
   

• If you charge a fee for each form:
  1. Under Per Item, type the amount you charge for each form. Leave the other columns blank.

• If you charge a base price for up to so many copies of one type of form:
  1. Under Base Qty, enter the number of forms included in the base price.
  2. Under Base Price, enter the amount of the fee charged if one or more of those forms is included on the return.
  3. Under Per Item, enter the amount you charge for each additional form over the base quantity.

9. When all fees have been configured, click Save and Exit to save the changes. Close the screen, or click Cancel to cancel saving. 

The billing schedule will be available once it is published.