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Level 4
December 6, 2019
Solved

Average charge\fee per return?

  • December 6, 2019
  • 1 reply
  • 14 views

Does PS professional have a way to see\view\calculate the average fee per return charged?

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Best answer by Just-Lisa-Now-

The average fee YOU charged per return?

ProSeries doesn't include any type of billing or accounting module for keeping track of things like that.

I made a new Homebase view and changed the Column Headings to include only the client name and fee charged, used the adding machine to add up all the fees, then divided by the number of clients showing in homebase.

1 reply

Just-Lisa-Now-
Intuit Community Champion
December 6, 2019

The average fee YOU charged per return?

ProSeries doesn't include any type of billing or accounting module for keeping track of things like that.

I made a new Homebase view and changed the Column Headings to include only the client name and fee charged, used the adding machine to add up all the fees, then divided by the number of clients showing in homebase.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪