write off

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Ann Heinrich

• February 20, 2021 17:27

If I adjust rate for less than full fee for a client, how is the difference caught for tax form write off section?

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  Gillian

  • February 22, 2021 22:14

  Hi Ann, to enter a write-off for a client responsibility, visit the client's Billing tab, hover your mouse over the session fee, and click "Edit" then enter the write-off in the write-off amount box. We recommend checking with your tax professional regarding how to handle write-offs for tax purposes.

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