Charge Per Transaction or Line Item on Price Sheet

You can, provided you set up the invoice/price sheet correctly.

 

The price sheet has two entries named "misc worksheets" and "statements." Assign a price to charge per item to each box on the price sheet.

 

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. UltimateTax will compute the price for Schedule B at $20 only because there is no worksheet present -- a worksheet was not required since there were only three items, and 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. UltimateTax will compute the price for this Schedule as $20 for Schedule B plus $5 for each item for an additional $40 charge. Once the worksheet becomes required (more than 6 items on Schedule B), the charge per item applies to all items on the form.