Global Billing options
You set the billing methods that the ProSeries program will use for all clients on the Global Billing Options worksheet in the Global Billing Options section of the Options dialog box.
To set or adjust the options on the Global Billing Options worksheet:
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Select your global billing methods and enter billing options as explained in the next sections.
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Transfer from 2007. If you entered billing information in your 2007 ProSeries program, adjust the information that was transferred to the Global Billing Options worksheet if necessary. For more information about transferring billing information, see Transferring practice-related information from last year.
Help. For specific information about an item, right mouse click on it, then select the About <Field> command from the bottom of the shortcut menu that appears.
Printing. To print the Global Billing Options worksheet, right mouse click on the form (but not in a data field), then select Print from the shortcut menu that appears.
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Client-specific billing. Options set here serve as the default method for all clients, but they can be modified on a client-by-client basis as necessary. For more information, see Adjusting billing information for a specific client.
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Tax Preparation Fees
The first area of the Global Billing Options worksheet is for federal and state tax preparation fees.
Federal tax preparation fees
Enter information about your federal tax preparation fees on the first three lines of the Tax Preparation Fees area.
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If you charge a flat fee for preparing federal returns, check the box and enter the amount. You can change the description that appears.
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If you charge a fee for filing federal returns electronically, check the box and enter the amount. (Individual returns only.)
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State tax preparation fees
Enter information about your state tax preparation fees in the State Tax Preparation Fees area. The State Tax Preparation Fees area is a table that allows you to enter billing information for multiple states.
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For each state, enter the two-letter state abbreviation in this field. (Examples are CA, CT, IL, MA, NJ, NY, OH, PA, and VA.) The Flat fee billing, Preparer electronic filing fee, and Miscellaneous fee lines directly below the State ID field are for the state you identify in that field.
If your fees are the same for several state returns, you can enter the generic state ID “XX” and the appropriate fees instead of entering a state ID and other information for each state separately.
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If you charge a flat fee for preparing state returns, check the box and enter the amount. You can change the description that appears.
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If you charge a fee for filing state returns electronically, check the box and enter the amount. (Individual returns only.)
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If you charge a miscellaneous fee for state returns, check the box and enter the amount. You can change the description that appears.
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Hourly Charges
Enter information about your hourly charges in this area.
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Enter the descriptions and amounts for additional services, if any.
(Rates 2, 3, and 4 are optional.) |
The Hourly Charges option is linked to the billing clock, which is discussed in Activating the billing clock so it tracks your time.
Per Form Charges
Enter information about your per-form charges in this area.
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A client is charged for a specified form only if the form is included in that return. Each type of return has a unique list of forms.
See Setting billing rates for forms and schedules for instructions on entering the rate you charge for each form and schedule.
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Forms and charges to be included on the invoice
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Determine which forms appear on the invoice, if any, and how they are listed. Select one of the five options listed.
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Check to include a page break on the final invoice
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Check this box if you want to force a page break between the invoice amounts and the listing of forms and per-form charges.
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Miscellaneous Fees and Adjustments
Enter information about miscellaneous fees and adjustments in this area.
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Miscellaneous fees and adjustments
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Discount
Enter information about a discount in this area.
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If you offer a discount, check this box., enter a discount description, then enter a discount percentage or a discount amount.
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If you offer a discount percentage, enter it as an integer number with up to two decimal places. (For example, enter 7.50 for a 7.5% discount.)
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Sales Tax
Enter sales tax information in this area.
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If you’re collecting sales tax, enter the appropriate sales tax rate as an integer number with up to two decimal places. (For example, enter 8.75 for a sales tax rate of 8.75%.)
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If there's standard information that you want the program to print above the invoice amounts on each invoice, enter that text on the lines in this section.
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The ProSeries program calculates sales tax based on the total of all charges on the client invoice.
If sales tax shouldn’t be applied to all charges, you can edit the amount on the Client-Specific Billing Options worksheet as explained in Adjusting sales tax information.
