---
title: "Web Portal - Creating a Billing Schedule on Desktop 1040"
canonical: "https://support.crosslinktax.com/space/CSC/1869294531/Web%20Portal%20-%20Creating%20a%20Billing%20Schedule%20on%20Desktop%201040"
format: markdown
---
> ℹ️ This article demonstrates how to create a billing schedule from the Web Portal.

 

**Follow the instructions below to successfully create a billing schedule:**

## **Method 1**

1. Log in to the **Web Portal** using the main **Account Code**, a **multi-tier User ID, **or an **Admin **account.
2. From the top menu, select **Office Management **>** Manage EROs/Office Setup.**
3. Select the Pencil Icon next to the Office/User ID for which you wish to create the schedule.
4. In the left-hand menu, click the **Edit **button next to **Billing/Fee Information.**
5. Click the **Create New Schedule **button.
6. In the **Schedule Name** field, type a name for the billing schedule.
7. Click **Add**. The **Fee Setup** screen will open.
8. Click **Edit Fees** next to the newly created fee schedule. The **Fees Setup** screen will display.
9. In the **Pick State** drop-down list, choose the applicable form type.
10. In the **Forms** drop-down list, choose the type of item to be configured.
11. To set a price for each item, enter the following next to the item:

- **Base Qty** - The initial number of items for which to charge the base price.
- **Base Price** - The price to charge for the initial number of items.
- **Per Item** - The price to charge for each item after the initial number of items.

> 📝 When all fees have been configured, click **Save and Exit** to save the changes and close the screen, or click **Cancel** to cancel saving.

## **Method 2**

1. Log in to the **Web Portal** using a** multi-tier User ID **or **Admin **account.
2. From the top menu, select **Office Management->Global Settings**.
3. Next to **Manage Billing Schemes**, click** View**.
4. Click **Create a new billing scheme**.
5. Follow steps 5-12 above.

> ✅ *The billing schedule will be available ****after it is published**** and picked up on the next transmission.*