Charge Per Transaction or Line Item on Price Sheet

You are able to, provided you setup the invoice/price sheet correctly.

 

On the price sheet, there are two entries named "misc wksheets" and "statements". Assign a price to charge per item to each of these boxes on the price sheet.

 

Now, when you enter line items on particular forms, the price sheet will charge per item PROVIDED the worksheet or statement is required.

 

For example -- Assign your Schedule B the price of $20 on the price sheet and your Misc Wksheets and Statements the price of $5 each. Now prepare a return with a Schedule B with only 3 interest items listed. Ultimate Tax will compute the price for the Schedule B at $20 only because there is no worksheet present -- a worksheet was not required since there were only three items and the Schedule B has room for 6 interest items and 6 dividend items. Now on that same return, access the Schedule B worksheet and increase the number of interest items to 8 items total. Ultimate Tax will compute the price for this Schedule as $20 for the Schedule B plus $5 for each item for an additional $40 charge. Once the worksheet becomes required (more than 6 items on Schedule B), then the charge per item applies to all items on the form.

 

This information applies to all versions of the UltimateTax software.