How to set up Simple Tax 1040 to charge the same tax preparation amount for every return you prepare

25 STEPS

1. Click Billing

2. Click the check box for No Prior Year Balance or Invoice

3. Click the check box for No Prior Year Preparation Fee on Invoice

4. Click Form Billing

5. Enter your prices under Per Item column

6. Select a State to add your Preparation Fees to the State Forms from the drop down menu.

7. Click Worksheet 

8. Enter your prices under Per Item

9. Select a State to add you Preparation Fees to the State Forms fro,m the drop down menu.

10. Click Line Items

11. Enter your prices under Per Item

12. Select a State to add Preparation Fees to the State Forms from the drop down menu.

13. Click Discounts

14. Enter a Discount Name

15. Enter a Discount Percentage or Discount Amount

16. Click Custom Charges

17. Enter Charge Description

18. Enter Amount

19. Click Custom Settings

20. Audit Assistance, Protection Plus is automatically being added to each return, If you wish to NOT have it add automatically un-check the boxes.

21. If you wish to keep Audit Assistance, Protection Plus automatically being added and want to add your fee for the product, you can enter your fee up to $55 in the Add On Fee/Mark Up Amount.

That additional fee is paid to you as the preparer.

22. Click OK

23. Enter the name of the new Billing Scheme.for this Tax Season.

24. Click OK

25. You will get a message stating “There is no default billing Schena Selected. Do you wish to set current schema as default?” Click Yes and you are Done!