ATX Enhanced Billing By Worksheet

[Joel]

The added feature this year is that we can now bill by worksheet in addition to by form. Following the instructions it appears that it is necessary to do the pricing on an individual basis for each return rather than globally as is done for the by form pricing.

On the billing options tab you select the by worksheet and then on the worksheet tab near the bottom you select the form (1040) and the list of worksheets is shown.

It is necessary to select the worksheets you want to add to the bill and then enter the price.

I tried to somehow add a fee for all worksheets but was unsuccessful. On the customize master forms, it appears that it is only possible to modify the billing form.

I realize that it is necessary to select the worksheet to include in the bill but it would be nice to somehow preprice all the the worksheets.

[taxguy057]

Great way to price. I know that's how H&R does their pricing, but what would you charge for a worksheet as to not have an ungodly total for the client when done with the return???

[Joel]

Off the top of my head I would consider $2.00 per worksheet. Not all worksheets would be selected to be included, just the ones that substantially change the results on the form.

[taxguy057]

Makes sense. Guess I will make some dummy runs and see what kind of totals I get on the finished product....