New for tax year 2025: How to create Form-based invoices in ProConnect Tax

Create form-based invoices in ProConnect Tax

You can now create clear, form-based invoices in just a few clicks in ProConnect Tax. This lets you bill clients confidently with pricing that automatically reflects the forms used in their return.

Follow these three simple steps to get started:

Step 1: Set up per-form pricing

Before creating your invoice, make sure your form prices are set.

1. Select .
2. Open Invoice autocomplete settings.
3. Enter your per-form pricing and save your changes.

Once complete, ProConnect will automatically pull these prices into your invoices.

Note: We currently support setting up billing rates for US Federal output forms only.

Note: Only Primary Administrator and Company Administrators can edit the per form prices.

Step 2: Create an invoice from the return

When you're ready to bill:

1. Open the client’s return.
2. Select Invoice from the Return actions menu.
3. A window will appear showing:
   • The forms included in the return
   • The number of each form
   • The price associated with each form

Choose the option that best fits your billing preferences and continue.

Note:Only the output forms for which you have filled rates in invoice settings appear in this confirmation modal

Step 3: Customize and finalize your invoice

After selecting your form-based pricing:

1. Review the invoice details
2. Add notes or adjustments
3. Make any final customizations

Once everything looks good, save and share the invoice with your client.