Form price programming in Proseries

Forum|Forum|6 years ago
January 26, 2020
7 replies
37 views

Hello, is there anyway I can program Proseries to automatically calculate price of a tax return based on (single, head of household, Married, W-2s, 1099s, Schedule Cs, Schedule A, etc)?

I want to program this so I won't have to look at my pricing sheet and waste in doing so. I want the system to atomically calculate that for us. Thank you!

ProSeries Professional

This topic has been closed for replies.

Best answer by TAXOH

With a client open go to tools, billing, rates per form and enter pricing. Once you have them entered and saved go to tools, options, global billing options and choose 3 Per Form Charges.

G

garman22

Intuit Community Champion

I think this is what you want:

Open a blank or a return up and go to global billing options #3 is per form charges and read that first box (that should direct you to global billing forms.

TAXOHAnswer

Level 10

With a client open go to tools, billing, rates per form and enter pricing. Once you have them entered and saved go to tools, options, global billing options and choose 3 Per Form Charges.

M

mvp2885Author

Level 5

Thank you for that information. Can this be preset for all customers? Instead of doing it manually every time I do a return? like each schedule C automatically charges XX price, etc. I am not in the office right now, so can't check the settings yet.

Can I preset price for singles/HH/MFJ, etc? H&R Block and others I know have their own proprietary software were it calculates the pricing for each customer as the return is being finalized. Trying to see if Proseries "global billing" setting does the same.

Thank you.

TAXOH

Level 10

You're welcome. That will set it for all clients. I don't think there is anything for single, married etc.

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