If you want to offer a default discount on the total amount due or a percentage of the total amount due on every return that is prepared, from the Main Menu of TaxSlayer Pro select:
- Fees / Billing Setup
- Advanced Fee Setup
- Select either Default Discount Percent or Default Discount Amount - The discount amount that you enter will be applied to the invoice for each tax return.
If you want to provide or change a discount on a particular return, from the Main Menu of the tax return (Form 1040 or 1040-NR) select:
- Exit - This will take you to the Receipt Menu.
- View / Edit Invoice
- Lock Fees On Invoice and answer NO
- Generate Client Discount
- Do You Wish To Give A Discount? - Select YES.
- Enter either the Discount Percentage or Discount Dollar Amount that you want applied to the invoice.