Billing and Invoices Page

Billing choices are "Charge Per Hour" pricing  and "Federal Return/State Return" pricing. Your clients Invoice will show the hours or itemized fees for Forms included in return. 

Select the pencil for the appropriate method you want to edit to make adjustments to the "Hourly Rate", "Time Spent on Return", or  "adjustments to Return Fee. 

To include Bank Product fee or discount you will need to edit "Return Pricing".

To override a calculated amount, enter the desired amount into the "override box".  

IMPORTANT: "Total Override Box"  will override all other amounts entered. Be sure to check that the total matches the correct return fee amount.