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Invoice Pricing dialog or Custom Invoice Amounts dialog

If you want to charge your clients on a per-form or per-item basis, use this dialog to enter the amount that you want to charge for each form. For some forms, the Item Price column is available for you to enter a per-item amount for the form if desired. If you enter both a per-form and a per-item amount, UltraTax CS uses whichever one is greater.
To set firm-wide per-form charges
 that apply to all clients of a given entity type: To open this dialog, select the Invoice button and select Pricing in one of the tabs in the Product Information dialog. For example, if you open this dialog via the 1040 Federal tab, you are setting the per-form charges for all 1040 federal clients.
To customize invoice prices for the open client:
 To open this dialog, open the desired client, choose View then View/Customize Invoice, and close the preview.

Fields & buttons

Enter text here to search for a specific form in the invoice pricing list.
Select this button after entering text in the
Find what
 field to search for an item in the invoice pricing list. The name of this button changes to Next after you select Find and locate the first instance of the specified search term.
To charge on a per-form or per-item basis, mark the checkbox next to each form that you want to charge for and enter the corresponding amount.
For appropriate forms, the Item Price column is available for you to enter a per-item amount for the form. If you enter both a per-form and a per-item amount, UltraTax CS will use whichever one is greater.
Select this button to toggle between marking and clearing the checkboxes for all of the forms.
  • After you select the Mark All button, you can enter the amount you want to charge for each form.
  • If you select the Unmark All button, you will clear any prices previously entered.
Select this button to open the Increase Invoice Amounts dialog, which you can use to increase all existing invoice amounts by a percentage or by a specific dollar amount. You can also use this dialog to apply an invoice amount to "No Charge" items and round the invoice amounts to the nearest dollar.
Select this button to restore the open client's invoice pricing to the settings entered in the Setup, [Entity], then Invoice Pricing dialog.
This button appears differently based on how you accessed this dialog.
  • The
    Print
     button is available only if you selected the Invoice Pricing button on a Setup then [Entity] tab to open the Invoice Pricing dialog. Select this button to print a report that lists the forms you have marked and the amount you have entered for each form.
  • The
    Preview
     button is available only if a client's return was open and you chose View then View/Customize Invoice to open this dialog. Select this button to preview the open client's invoice.

This article applies to:

  • Product: UltraTax CS
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