How to create Form-based invoices in ProConnect Tax

New for TY25: Set up billing rates for both US Federal and supported State output forms.

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. To get started:

1. Set up per form prices in Invoice autocomplete settings.
2. Select Invoice from Return actions. A window showing forms, counts, and prices will appear. Select your desired option.
3. Customize the invoice as per your needs.

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 for Federal and applicable State forms, then save your changes.

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

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
   • The applicable Agency (US Federal or State)
   • The form name and description alongside the form number

Forms are automatically ordered for clarity — US Federal forms appear first, followed by State forms sorted alphabetically by state.

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

You can adjust line items as needed before finalizing. Once everything looks good, download the Invoice PDF and share it with your client.