Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

How do you do billing based on forms if this software doesn't do it?

How do I get the bills to automatically generate?  I have always set up a fee schedule based on forms with previous software. I can't go on and manually calculate 1000 returns.  Thank you!
0 Cheers
1 Comment 1
George4Tacks
Level 15

Here is the comparison of Intuit tax software products Look for Invoicing and you will see that what you want is not in this product. https://proconnect.intuit.com/support/en-us/help-article/accounting-bookkeeping/comparing-lacerte-pr...

You can create an invoice, but you need to do the amount. 

Tax Tools has client invoicing, but you would need to input the forms for each client. This is cool, but probably nowhere near what you want. 

Consider to changing to time and costs. 


Here's wishing you many Happy Returns