13191: Billing by Time

By default the BILL is set up to charge by form. You may also charge by time spent in the preparation of a return.

Note: You can only choose to Bill by Time if you are using the Comprehensive or Classic billing format and login to the software as a named preparer (not admin).

Set Up Hourly Rates For Preparers

In order to charge taxpayers by the time each preparer works on a return, an hourly rate must be set up for each preparer:

1. Go to Setup > Preparer(s).
2. Select the preparer and click Edit Preparer on the toolbar at the top. (Or double-click the preparer’s name.)
3. Under the General Information section, enter the Hourly Rate for that preparer.
4. Click Save on the toolbar at the top.
5. Complete steps 2-4 for each preparer.
   

Select To Bill By Time

Next, select the option of billing by time:

1. Go to Setup > Options.
2. Select the Billing tab.  
3. Under Billing statement format (at the right) select Bill by time.
4. Be sure to click OK at the bottom of the window to save your changes.
   

Open a return and go to View/Print mode to review the bill.

View and edit the data entry stats by going to the ADMN screen in a return (editing only available for certain security groups).