Customizing invoice prices for the open client

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Our Support department is closed on [[date]]. However, limited UltraTax CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline.

Links to our most popular tax processing topics are available in the Alerts and notices section on the right side of most pages.

UltraTax CS enables you to set per-form and/or per-item fees for each product. Once you set the desired invoice prices, these charges are used to calculate the invoices for all clients whose returns are processed with this product.

If you do not want to enter office-wide per-item charges, or if you want to override the charges for a particular client, use either of the following methods to customize the invoice amounts for the open client.

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