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Tax invoicing: Flat rate method

Use the flat rate method to calculate a billing rate for the tax return based on the complexity factor.
If you enter minimum page counts, the system automatically calculates the complexity factor. The system treats lower page counts as a simple tax return.
  1. Go to
    Organizer
    Carryover, Footnotes, and Invoicing
    Tax Invoicing
    Flat Rate Method
    .
  2. Select
    Flat Rate Method
    as your compute option.
  3. Select the complexity factor for the return.
  4. Enter the flat rate amount that corresponds to the selected complexity factor.
  5. Enter the rate amount used on the return.
  6. Enter a description for the flat rate method.
    The description you enter prints on the invoice.
  7. If you want the system to compute the complexity factor automatically, select the print page count option and enter the minimum page counts in the
    Moderate
    and
    Complex
    fields.
    The system uses these values to determine the range for the complexity factor calculation.

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