Return fees collected first
Tax preparation invoicing software
Tax preparation invoicing software for seasonal preparers and storefront offices. Each return is priced by the forms it needs, the client pays by text link before you transmit, and extensions, amended returns and prior-year filings bill as filings of their own.
A short tour of the screens this page describes. It is filmed with our demo pest control company, and every trade runs on the same screens.
- From $19/month
- 14-day free trial
- Same-day US support
“We run every customer conversation through Smarfle. Texts, emails and reminders are in one place, our customers love paying with Apple Pay, and when we are busy or closed the text bot answers new leads for us.”
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Tax preparation invoice example
A family's federal and state returns with itemized deductions and a rental schedule.
Invoice
TX-1188
Due before e-file
Bill to
Theo and Mira Lindgren
Kissimmee FL 34744
Form 1040, base return
1
Schedule A, itemized deductions
1
Schedule E, rental property
1
Example with sample data
Priced by the forms
The base 1040, each schedule and each state return carry your price. Preparers add the forms a return needed, and the client sees exactly why a rental owner pays more than a W-2 filer.
Services and pricingPayment before transmission
Text the invoice when the return is ready for review. The client pays by card from the phone, and you transmit once the invoice shows paid.
Payment linksExtensions and amendments separately
An extension in April and the return in September are two filings, each with its own invoice. An amended return for a missed 1099 bills on a filing of its own.
InvoicingReturns shared securely
The signed copy of the return goes into a private folder on the client's record, shared with them, with downloads through short-lived links rather than email attachments.
Document storageTax preparation invoicing software features
What it does
- Per-form pricing1040, schedules, states
- Pay link before e-fileCard from a text
- Separate filings per yearExtensions and amendments too
- Private return copiesShort-lived download links
What it doesn't do
- Fees from the refundUse a bank product provider
- Tax software importAdd forms by hand
- IRS e-fileTransmit from your tax software
- Seasonal staff payHours tracked, payroll elsewhere
Tax preparation invoicing pricing
Per-form invoices are on every plan; seasonal preparers can be added in January and removed after April.
Starter
Small teams adding tools and growth
$99/mo
- Up to 5 users (1 owner + 4 techs)
- Up to 2,000 clients
Most Popular
Professional
Growing service businesses
$199/mo
- Up to 10 users
- Up to 5,000 clients
SMS, email, AI, and voice are billed pay-as-you-go. See every plan and usage rate →
Questions preparers ask about return invoices
Is there invoicing software for tax preparers?
Can clients pay their fee from the refund?
Can I price by schedule?
Does it e-file returns?
How do I bill an extension?
Can I add seasonal preparers?
Can a family pay in cash at the office?
Can I send the finished return?
More tax preparation software
Invoicing for related firms
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