This feature modifies the pricing used to calculate and generate a Client Bill. To access this option, go to Setup > Pricing.

Important: Even though the Form Name and Form Description can be changed, the pricing is still set for the original form name. For example, if Form Number "0002", FORM 1040 is changed to FORM 1120, the price set for this form still corresponds to a 1040 return and not an 1120 return.

There are eight different return types, from which to choose. The forms associated with each return type are displayed in a grid list. There are seven categories, which can be adjusted for each form. The categories include:

    • Form Name
    • Form Description
    • Price Per Item
    • Price Per Form
    • Pages (to print)
    • Category
    • Include on Bill (include the price on the bill)

 

    1. Go to Setup > Pricing. The "Pricing Setup" dialog box opens.
    2. To change form categories, select the desired category name.
    3. Click State/City drop list and select the desired state or city.
    4. Make the desired changes.
    5. Click Update to save your form changes.
    6. To edit the settings for a particular form, double-click the form from the list. Alternatively, you can press TAB, or use UP ARROW ↑ and DOWN ARROW ↓ to highlight the desired form and press ENTER. 
    7. When all form updates are complete click Save to save all changes and close the dialog box.

 


Note

Assigning a Form Name, Form Description, or Price to a form originally assigned a form name of NOT USED results in exclusion from the Client Bill.