Invoice Profile

You must select this option to make the invoice applicable to print within the selected print format.

This feature is used to identify which type of invoice you want to print by default. You can select from two types of invoices:

• Customized invoice (Jump Code: CBILL): Prints on one page and contains all basic billing information.
• Invoice (Jump Code: BILL): Prints on approximately nine pages and contains all basic billing information and detailed charges for every form.

You can customize your invoice header if you want to include the tax preparer’s address and phone number at the top of the invoice as well as include the client’s phone number.

You may want to create coupled or family invoices by selecting the related box in the preparer profile. If you decide to prepare coupled invoices, you can also select to use the spouse’s mailing address if it is different from the taxpayer’s.

This feature allows you to choose what type of fees that you want to add to your invoice. We offer per-hour and custom services. With the per-hour service, you can apply a default hourly flat rate for all your invoices. You can also decide to print the detail of your hourly fees. With the custom services, you can apply specific fees to all your invoices by entering the description and amount in the customized information. When selecting the custom service, the fees will apply to all invoices.

This feature is used to apply a notice for administration fees at the bottom of the invoice. You can also enter a flat rate for all your invoices.

This feature is used to automatically apply GST/HST, with or without PST, to the invoices. You can enter your tax registration number as well as the rate applicable for all your invoices.

This section allows you to enter specific fees by default for every individual form. You can use these fees when selecting the detailed invoice or the detailed calculation with the simple invoice.