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Why the alignment fee is missing from your proposal

The alignment fee ensures you recover costs for annual services when billing monthly. If the fee doesn't appear in GoProposal, follow these checks to resolve the issue.

Written by Russell Henderson

Step 1 - Check the proposal dates

  • The alignment fee only applies when the difference between the start date and end date in your proposal is less than 12 months

  • We designed the fee for clients who onboard mid-year and receive annual services billed monthly

📌 TIP: If you need to charge for previous year’s accounts and include current services, see [How to charge a catch-up fee for previous years’ accounts].

Step 2 - Check the proposal template settings

  • By default, the alignment fee applies only to New Client proposal templates

  • If you’re using another template:

    1. Go to Configure and select Pricing Tool.

    2. Go to the Alignment Fee tab.

    3. Add the required templates under Apply to which proposals.

Step 3 - Check the line item settings

  • By default, the alignment fee applies only to Annual Accounts and Directors’ Tax Returns line items

  • To add more services:

    1. Go to Configure and select Pricing Tool.

    2. Go to the Alignment Fee tab.

    3. Add the relevant line items under Apply to which line items.

See also

Configure alignment fees

Proposal template overview

Configure line items

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