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How to use Client Billing Options in ProSeries

SOLVED•by Intuit•51•Updated November 17, 2023

Below are the most popular topics relating to Client Billing Options in ProSeries.

ProSeries Basic

  1. Open the client file.
  2. From the Tools menu, select Billing and choose Billing Options.
  3. Select Client - Specific Billing Options.
  4. Make changes as needed. 
    • For example, to change the flat fee, change the amount entered on Line 1 Flat Fee.

Totals won't be updated until the return has been saved.

 

Before trying any of the steps below, Recalculate (F9) and Save (F10) the return. This resolves most invoice issues.

  1. Open the client file.
  2. From the Tools menu, select Options.
  3. From the left of the screen, choose Miscellaneous and scroll to the bottom of the list.
  4. Under the Client-Specific Billing Options section, review and correct the selections made and amounts entered.
  5. If any changes were made, Recalculate (F9) and Save (F10) the return.
  6. From the Tools menu, select Billing and choose Client-Specific Billing Options.
  7. Review and correct the selections made and amounts entered.
  8. If any changes were made, Recalculate (F9) and Save (F10) the return.
  9. From the Tools menu, select Billing and choose View Invoice.
  10. Review the invoice for accuracy.
  1. From HomeBase, go to the File menu and select Transfer.
  2. Choose Transfer Preparer & Billing Info..
  3. Check the appropriate boxes.
  4. Select Transfer Now.

Additional information:

  • ProSeries Basic can only transfer preparer information.
  • The preparer information will transfer from the information in Firm/Preparer Options. For example: Preparer Name, EIN, PTIN, ERO Practitioner PIN, etc.
  • The billing information will transfer from the Global Billing Options. For example: Per Form Charges, Flat Rate for Preparation, Miscellaneous Fees, etc.

You can specify the amount to charge per form. You don't need to enter a rate for all forms. Your client is charged for a specified form only if that form is included in that return.

 

There is a Rates Per Form list for each type of return, and you must set the rates per form for each type of return that you want to include per-form billing charges. For example, there is a Rates Per Form list for Form 1040 returns, a Rates Per Form list for Form 1065 returns, a Rates Per Form list for Form 1120 returns, etc. There's also a Rates Per Form list for each state product that's installed.

Follow these steps to set the rates per form in ProSeries Basic:

  1. Open ProSeries Basic.
  2. Open an existing client or create a new client.
  3. From the Tools menu, select Billing and choose Billing Rates Per Form.
  4. Enter rates for the federal 1040 forms.
    • Go to the state return(s) and repeat the steps above to enter state form rates per form.
  5. Click the Save button to save rates.

ProSeries Professional

  1. Open the client file.
  2. From the Tools menu, select Billing and choose Billing Options.
  3. Select Client - Specific Billing Options.
  4. Make changes as needed. 
    • For example, to change the flat fee, change the amount entered on Line 1 Flat Fee.

Totals won't be updated until the return has been saved.

 

Before trying any of the steps below, Recalculate (F9) and Save (F10) the return. This resolves most invoice issues.

If you're using Global Billing Options:

  1. Open the client file.
  2. From the Tools menu, select Billing and choose Billing Options.
  3. Select Client - Specific Billing Options.
  4. Review and correct the selections made and amounts entered.
  5. If any changes were made, Recalculate (F9) and Save (F10) the return.
  6. From the Tools menu, select Billing, and choose View Invoice.
  7. Review the invoice for accuracy.

If you're using Client-Specific Billing Options:

  1. Open the client file.
  2. From the Tools menu, select Billing and choose Billing Options.
  3. Select Client - Specific Billing Options.
  4. Review and correct the selections made and amounts entered.
  5. If any changes were made, Recalculate (F9) and Save (F10) the return.
  6. From the Tools menu, select Billing and choose View Invoice.
  7. Review the invoice for accuracy.
  1. From HomeBase, go to the File menu and select Transfer.
  2. Choose Transfer Preparer & Billing Info..
  3. Check the appropriate boxes.
  4. Click Transfer Now.

Additional information:

  • The preparer information will transfer from the information in Firm/Preparer Options. For example: Preparer Name, EIN, PTIN, ERO Practitioner PIN, etc.
  • The billing information will transfer from the Global Billing Options. For example: Per Form Charges, Flat Rate for Preparation, Miscellaneous Fees, etc.

This issue has been reported to our development team. In the meantime, here's a possible solution:

  1. Open the client file.
  2. In the Forms In Use bar to the left, select the option for Client Billing.
  3. Click on the checkbox at the top of the screen where the paragraph starts with the word Caution.
    • The outdated information will be removed, and the new information entered into the Global Billing Options will appear. This must be done on the state return as well.
 

Even if option 3a for Do not list forms on invoice is checked, the invoice will show a Total fees per form for federal and state, but it won't list the forms (as it would for options B through E).

You can specify the amount to charge per form. You don't need to enter a rate for all forms. Your client is charged for a specified form only if that form is included in that return.

 

There is a Rates Per Form list for each type of return, and you must set the rates per form for each type of return that you want to include per-form billing charges. For example, there is a Rates Per Form list for Form 1040 returns, a Rates Per Form list for Form 1065 returns, a Rates Per Form list for Form 1120 returns, etc. There's also a Rates Per Form list for each state product that's installed.

Follow these steps to set the rates per form in ProSeries Professional:

  1. Open ProSeries Professional.
  2. Open an existing client or create a new client.
  3. From the Tools menu, select Billing and choose Rates Per Form.
  4. Enter the fee rate for each form, schedule, and worksheet for which you charge individually
  5. Click the Save button to save rates.

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