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Fees / Billing Setup Menu

In Taxx Savage Pro, fees and other invoice related controls are set in the Fees/Billing Setup Menu. to access this menu: 


  • Go to the Main Menu of Taxx Savage Pro 
  • From the menu, select Configuration 
  • Then select Fees/Billing Setup 


Fees Setup Menu 


This menu lists all the supported federal and state forms, schedules, and worksheets as well as various other documents generated as part of the tax return package. A fee can be assigned to any item, and whenever the item is added in tax return, the set fee will be included in the invoice. 


To help in navigation through the list, you can narrow the forms on the list to Federal or State individual or business return forms by making use of the circular buttons at the top of the list. For instance, to view Michigan individual return forms, click on State Forms, enter MI, then press enter. To view the whole list again, click All Forms. 


At the bottom of the window, there is a checkbox and various buttons: 


  • Charge by the Hour - In case this is checked, the number of minutes spent in the return multiplied by the hourly rate of the preparer as indicated in the preparer configuration, will determine the billing. The calculation is overridden by hourly billing based on the individual forms’ fees. Additionally, within a return, hourly billing can be switched off or on in the Receipt Menu once you exit the return. 
  • Print - The fees list set can be printed, to whichever form as specified in the Printer preferences. 
  • Set Range - this option is used in the event that forms in a specific numerical range in the list are of a similar fee, so as to set the group of fees in a single move instead of being entered individually. 
  • Increase/Decrease - Fees in the list can either be increased or decreased using this button. Normally, this button is used after pulling in previous year fees. 
  • Pull Prior Year Fees - this button is used for pulling in the very fees as set in the previous year. This saves time and prevents one from over reentering them individually.
  • Custom Fees and Custom Discounts - Check out the article on Custom Fees and Custom Discounts for more information. 

After editing the fees menu, select Exit to return to the Fees/Billing Setup Menu. 



Do You Want to Generate a Printed Receipt? 


In case this is set to Yes, after marking the return, a four-part receipt will print. 

Increment the Receipt Numbers Automatically? 


In case this is set to Yes, receipt numbers will be incremented by the software. In case it is set to No, there will be a prompt for the receipt number. 


Last Receipt Number Written 


This field displays the last receipt number printed and permits you the entry of a new number that will be used as the starting point for increment of subsequent receipts. 


Recalculate Fees as per Default Fees? 


In case this is set to Yes, every time  return is exited, the fees will be recalculated. In case it is set to No, once set, the fees in the return remain the same. Fees recalculation occur only on returns that have not been marked complete. 


Software Tech Fee 


The Bank Transmission Fee (if any) and the Technology Fee as agreed upon in your fee agreement with Taxx Savage Pro, are displayed in this menu. To ensure that it is correct, or when it changes, to pull the current fee into the software, click Bank Transmission Fee.