Invoice Templates

Updated: 2020-06-25

TaxCycle T1 and T2 include invoice templates for sending to your client. To generate an invoice for your clients:

1. Complete your invoice options to set up sales tax, invoice numbers and QuickBooks^® export.
2. Go to the Price page in module options to enter your price list for personal or corporate returns.
3. When you are ready to invoice a client, open the Billing worksheet and review the charges. TaxCycle completes this worksheet based on the worksheet based on your invoice and price options.

TaxCycle T1 includes the following invoice templates:

• CInvoice, the Client Invoice for the principal taxpayer in a personal tax return.
• JInvoice, the Joint Invoice that includes charges for preparing both the taxpayer and spouse's returns.
• FInvoice, the Family Invoice includes the charges for preparing the taxpayer, spouse and any full dependant returns.

TaxCycle T2 includes the following invoice template:

• CInvoice, the Client Invoice for the corporate tax return.

This template uses the same letterhead, signature and logo configured for your client letters. You can also use the Template Editor to modify these invoices, or to copy these and create your own custom template.

How do I set up TaxCycle to print the T1 JInvoice instead of CInvoice when the return is coupled?

Default settings:

• Both the JInvoice (joint client invoice) and the CInvoice (client invoice) are part of the default Client Copy print set.
• In form selection of the print set:
  • CInvoice is set to Show in print set when used and select for print when used.
  • JInvoice is set to Show in print set when used, but do not select for print.
• In template properties:
  • CInvoice is set to always be available (relevant), so it appears in the tax return for all taxpayers. It is only marked as used when there is a total owing on the Billing worksheet.
  • JInvoice is set to only be available (relevant) in coupled returns. It is only marked as used for the principal taxpayer of the file when there is an amount owing when combining the totals on the principal taxpayer's and spouse's billing worksheet.

What to change:

1. In the form selection of the print set, right-click on the JInvoice and select Show in print set when used and select for print when used:
   
2. Change the CInvoice used condition so that it does not appear for coupled taxpayers (you will need to clone this template first). In template properties, set the Used condition to: CurrentClient.BillingWorksheet.Totals.Total > 0 and not(coupled(CurrentClient))