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:

Image: Form Rates in the Billing Manager

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	Type the rate (dollar amount) for which you're looking.
Federal, State, Local	Filter the form list by jurisdiction.
Form Type	Filter the form list by type, such as Corporate, Individual, or Partnership.
Clear Filters	Clears all filters and displays all forms in the list.
Help link	Displays the Program Help topic related to the Billing Manager.
Change Rates	Enter a new, common rate for all the filtered forms.
Import	Browse for the folder in which a .csv file of form rates is located.
Export	Browse for the folder into which you'd like to save a .csv file of form rates.
Close	Closes the Billing Manager.