Invoice

1 – Preparer’s address

This section of the form allows you to review and modify the tax preparer’s information for invoice purposes. By default, the information found on this form is provided by the Tax Preparer’s Profile which has been selected in the Identification form. If applicable, this information will be used as the preparer’s header when printing the invoice.

2 – Taxpayer’s name and address (Identification)

This section of the form allows you to review and modify the taxpayer and spouse’s information for invoice purposes. By default, the information found on this form is provided by the Identification form and the address will always be initialized as the taxpayer’s.

Preparer’s default invoice settings

This section of the form allows you to customize your invoices. You can select the default setting in the “Invoice Profile” section of the Preparer Profile. Most of the following features are provided by the Invoice Profile.

• Coupled invoice

This feature can be selected by default in the invoice profile. Upon selection of a coupled invoice, both the name of the taxpayer and spouse will appear one above the other on the invoice when printing. This feature will also provide you with the detailed charges for both taxpayers when using the detailed invoice or the detailed calculation with the simple invoice.

• Mailing address is different

This feature can be selected by default in the invoice profile. When using the coupled invoice feature, you can select to use the spouse’s mailing address if different. The feature is only available if the “Spouse’s address different from taxpayer’s address” box in the Identification form is selected and you are using the coupled invoice feature.

• Type of invoice

This feature can be selected by default in the invoice profile. This feature is to identify which type of invoice you want to print by default. You can select from two types of invoices.

• Simple invoice: Prints on one page and contains all the basic billing information.
• Detailed invoice: Prints on about nine pages and contains all the basic billing information and detailed charges for every form.

You can also use the detailed invoice calculation with the simple invoice by selecting the “Use detailed default fee in simple invoice” box.

• Services rendered

This feature can be selected by default in the invoice profile. This feature lets you choose what type of charge you want to add to your invoice. We offer services rendered per hour and custom. With the services rendered per hour, you can apply a default hourly flat rate for all your invoices in the invoice profile and apply specifically the number of hours worked. You can also decide to print the detail of your hourly charge in the invoice profile. With the services rendered custom, you can apply specific charges to all your invoices by entering the description and amount in the customized information. When selecting the custom service, the charges will apply to all invoices.

Example: Paper fee (printing, photocopy and other) 5.00 Telephone fee 2.50

• Discount

You can select the "Apply discount on invoice" feature to apply a discount to the client. The choice entered will apply to the current client only. You may either choose to have a rate discount or discount a specific amount. If you enter both, the rate will always take precedence over the amount.

• By default, the date that appears in the cell will be the current date provided by the system. If you want to use another date for the client, you must override the cell with the proper information.

• Date

The date corresponds to the “Date printed on invoice” mentioned above.

• Client code

The client code will appear if you have entered a specific code in the Identification form of the client.

• Invoice number

You must enter a number for your invoice; the system will not apply an invoice number automatically.

• Total fees for services rendered for the preparation of your current year income tax return

You can enter a specific fee for the preparation of your client’s tax return.

• Detailed hourly fee

If you selected the detailed hourly fee feature, the description and the detail (if selected) with the calculated amount will appear in the simple invoice calculation.

• Detailed invoice fee

If you selected the detailed invoice type or the detailed default fee in simple invoice, the description with the total amount of the detailed invoice will appear in the simple invoice calculation. When using the coupled invoice feature, you will have a description for each taxpayer with the total amount of their detailed invoice.

Example: Total fees per detailed invoice for Taxpayer $125.00 Total fees per detailed invoice for Spouse $75.00

• Customized fees

If you have selected from the preparer profile the custom services rendered, the description and amount for each custom fee entered will appear in the simple invoice.

• Personalized fees

You can enter a specific personalized description and/or fees for your client.

• Total preparation fees

This total includes the total preparation fees applied above. This total will only print if you apply a discount or taxes to your invoice.

• Discount

If you selected to apply a discount to the invoice, the amount will automatically appear and update the calculation of the invoice total.

• Subtotal

This total includes the total preparation fees and the discount amount. This total will only print if you apply a discount and taxes to your invoice.

• Amount of prior year

If you had an amount from last year’s invoice the amount will appear in this box.

• Taxes

If you have selected to apply taxes to your invoice in the tax preparer profile, the registration number and the amount will automatically appear and update the calculation of the invoice total according to the specified rates entered.

• Total

This total includes the total preparation fees, the discount (if applicable) and the taxes (if applicable).

• Administration fees

The administration fee disclaimer will only print on the invoice if the fee is greater than zero.

This section of the form allows you to detail your invoice fees for your client. These fees can be entered by default in the invoice profile. If the form is set as applicable, the detailed invoice will apply the corresponding default fee from the invoice profile. The fees will then be added together and applied as the detailed invoice fee described in the simple invoice. Even though the detailed invoice fees will always be calculated they will only be applied to the simple invoice if you selected the “Use the detailed invoice” or the “Use detailed default fee in simple invoice” box.

• Additional worksheets (not computer generated)

These worksheets can be entered by default in the invoice profile. The description will always appear in the detailed invoice section but you must select to apply the corresponding fee by entering an “X” in the box preceding the additional worksheet.