Completing the Billing Invoice

The Billing Invoice is a form that can be added to any return. After adding it to the return, you can modify it or customize it. See Adding a Billing Invoice to a Return.

When you add the Billing Invoice to the return, the Billing Options page is the first to appear.

Billing Options Page

Preparer Information

To print your firm's information on the invoice, select the Print on Invoice check box. To change information, type over the existing text.

Changes you make apply only to this invoice.

Client Information

Your client's name and address are identical to the corresponding fields on the return. To change the invoice name or address, type over the text.

Billing Methods

You can combine all charges into one line item or create a detailed billing statement. To combine the charges and create a summary billing, select the Combine all charges above check box.

To change billing descriptions on the invoice, type over the text in the Description fields.

Invoice Page

Invoice Date

The Invoice Date reflects your computer's current system date, but the Date field may be overridden to reflect any date you choose.