ProConnect Tax Idea Exchange

it would be great to have a way to import a price list so the software can automatically generate an invoice based on per form pricing. I have clients that have changed in multiple states, and each additional state is an extra fee

Thanks for the idea to "import a price list so the software can automatically generate an invoice based on per form pricing.". We are changing the status to "Open for voting".

Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular.
ProConnect Idea Exchange

If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.

Status:

Vote now if this is a good idea

Comments

Moderator

Status changed to:

If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.

Level 3

This would be amazing. I switched from ProSeries which had this, but still do the per form pricing to be consistent from before and also to give me a baseline on what I should charge. Now I'm using a calculate I created in Google Sheet to quickly add up what my invoice should be.

Level 2

I am new, but I plan to use "invoice in quickbooks" and in quickbooks invoice, I have the price per forms I can select for each line.

Level 3

I am new as well. Not sure how to charge for a federal and each state. I would be very appreciative if Quack_Shot or any one could share with me about the pricing. I pray!

Level 3

@Sarah Huang Are you curious how much to charge? I can send you a copy of my Google Sheet and then you can mess around with the copy.

Level 3

Yes, that's so kind of you, Quack_Shot. Do you need my email? I don't know how this work.

Level 1

@shammond That's a lot of extra work. Why not let the software do it?

Level 1

@Quack_Shot I'd be interested in that too, please.

Level 3

@Centsible Sent you a DM, let me know if you didn't get it

Level 15

- edited

Here is a older suggestion of the same thing. Vote there to escalate it's addition to the program.

https://accountants.intuit.com/community/proconnect-tax-idea-exchange/building-a-fee-schedule-based-...

It already has 13 votes, so bumping that old number up will help.