Form and Schedule Rates

Standard rates for tax forms and schedules are set on the Form Rates tab of the Billing Manager.

To access the Form Rates tab:

  1. Click the Tools menu; then, select Billing Manager.
  2. Click the Form Rates tab.

Form Rates tab, Billing Manager

Form Rates tab

The Form Rates tab includes filtering features, as well as Import/Export functionality:

Filters and Buttons

Description

Find

Type the name or number of the form for which you're looking. This is the general search function.

Rate box

Type the rate (dollar amount) for which you're looking.

Federal, State, Local boxes

Filter the form list by jurisdiction.

Form Type boxes

Filter the form list by type, such as Corporate, Individual, or Partnership.

Clear Filters button

Clears all filters and displays all forms in the list.

Help link

Displays the Program Help topic related to the Billing Manager.

Change Rates button

Enter a new, common rate for all the filtered forms.

Import button

Browse for the folder in which a .csv file of form rates is located.

Export button

Browse for the folder into which you'd like to save a .csv file of form rates.

Close button

Closes the Billing Manager.

 

See Also:

Setting Up Hourly Rates

Exporting Billing Rates

Importing Billing Rates