Changing Form Rates

Form Rates can be changed at any time. However, the changes you make will only affect returns created after the changes are made.

To change a specific form rate:

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

Billing Manager (Form Rates tab)

3. In the Rate column enter the desired rate for each form.
4. Click Close to save your changes and exit.

If you have already opened the Billing Invoice in a return, changing the standard rates will not change the rates for that return. You must either discard the billing invoice and open a new one, or change the rates specifically for that invoice.