Fee Setup within Configuration will allow you to set a Minimum Preparer Fee as well as charge a certain amount by Form or by Schedule. Custom Fees and Discounts are fees/discounts in addition to the Fee Setup. For example: an office may charge a minimum preparer fee of $100, a Custom Fee of $20 for complex returns, and a $50 Discount for Active Military.
To begin your Fee Setup, click Select next to Configuration:
- Click Select next to Fee Setup
- Set your Minimum Preparer Fee
- You can either search forms using the search box or filter forms by Federal/State
- +Set Range allows you to quickly assign fee amounts to Forms and/or Schedules that fall in consecutive order
- +Increase/Decrease allows you to adjust the fee amount for all Forms and/or Schedules
- As you change fees, they will automatically update.
- When you’re finished adjusting fees, click Return
To create Custom Fees and Discounts from the Configuration menu:
- Click Select next to Custom Fees and Discounts
- Click +Add Custom Fee or +Add Custom Discount
- Set the amount for your fee or discount
- Assign a name
- Charge By Default will automatically assign the fee/discount to every return
- Allow to be Removed allows the preparer to remove the fee/discount on e-file page of a return
- Can Edit Fee On Return allows the preparer the ability to adjust the fee/discount amount on the e-file page of a return