In addition to adding fees for the various federal and state forms and schedules in the Fees Menu, you can add your own fees and discounts. For example, you might add a fee that can be included on the invoice for an especially complex return. Or, you might have a military discount that can be added to an invoice. Custom fees and discounts can be added to the Fees Menu at any time but are only available to be added to returns that are not yet marked complete.
Custom Fees
To create a custom fee, from the main menu of Keystone Tax Solutions Pro select
- Configuration
- Fees / Billing Setup
- Fee Setup Menu
- Select Custom Fees at the bottom of the menu
- In the Edit Custom Fees window, select New
- Enter a description and amount in dollars and cents
- Select any of the four check boxes as desired:
- Always Prompt – if checked, the preparer will be prompted upon exiting the return whether or not to add the fee; if unchecked, the preparer can choose to add the fee in the Receipt Menu after exiting the return.
- Charge by Default – if checked, the fee will always be included on the invoice;
- Can Edit Fee on Return – if checked, the fee amount can be changed in the Receipt Menu;
- Can Remove Fee – if checked, the fee can be removed in the Receipt Menu.
- Click Save to save the fee and return to the Edit Custom Fees menu.
Custom Discounts
To create a custom discount, from the main menu of Keystone Tax Solutions Pro select
- Configuration
- Fees / Billing Setup
- Fee Setup Menu
- Select Custom Discounts at the bottom of the menu
- In the Edit Custom Discounts window, select New
- Enter a description and amount in dollars and cents
- Select any of the three check boxes as desired:
- Always Prompt – if checked, the preparer will be prompted upon exiting the return whether or not to include the discount; if unchecked, the preparer can choose to include the discount in the Receipt Menu after exiting the return.
- Charge by Default – if checked, the discount will always be included on the invoice;
- Can Edit Discount on Return – if checked, the discount amount can be changed in the Receipt Menu;
- Click Save to save the discount and return to the Edit Custom Discounts menu.
The addition of custom fees and discounts to returns can be tracked in the Custom Fees and Discounts Report.
Additional Information: