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mikega
Level 2
December 22, 2021
Question

WHERE DO I GO TO PRINT LACERTE PRICEING SCHEDULE

  • December 22, 2021
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1 reply

K
KarlIntuit Community Champion
Intuit Community Champion
December 24, 2021

Are you talking about what Lacerte bills you for various packages & services, or the various ways you can price your tax returns on the client invoice?  I'm going to assume the latter.

Screen 5.1 has the client-specific options to display/force/suppress invoices and override forms pricing.

In "Settings">"Client Invoice..." you can setup 1) multiple invoicing templates, 2) min/max return prices, and 3) forms-specific charges.

The way I use it: I set a minimum return price.  Then I populate the "Form Charges" tab with ballpark amounts for the items that move the price in my billing, and then look at the client invoice and decide if I want to override it with a higher/lower number.

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