Fee Setup in Configuration has several purposes:
- Setting a minimum and maximum preparer fee for a tax return.
- Specifying the amount charge for each federal and state form or schedule.
- Setting your own custom fees and discounts.
For example, an office may charge a minimum preparer fee of $100, a Custom Fee of $20 for complex returns, and provide a Custom Discount of $50 for Active Military.
Maximum Preparer Fee must be set to a number greater than zero. Other than the maximum preparer fee, using any of these features is optional.
Setting up Preparation Fees
To set your office's preparation fees, from the ProWeb Welcome page select:
- Configuration
- Fees Setup
- Set the Minimum Preparer Fee and Maximum Preparer Fee as desired.
Important: Maximum Preparer Fee must be greater than zero. - The list is long, so it can be narrowed in a few ways:
- Click the Federal Forms button to narrow the list to only federal forms
- Click the State Forms button and choose the state to narrow the list to that state
- Use the Search field to narrow to a particular form number or keyword in the form's title
- Two buttons are provided that allow for quickly changing a group of fees:
- +Set Range - use this to quickly assign a single fee to a group of forms that fall in consecutive order in the list.
- +Increase/Decrease - use this to adjust the fee for all forms.
There is no Save button - fees are adjusted immediately. When you're finished, click Return.
Setting up Custom Fees and Custom Discounts
To create Custom Fees and Custom Discounts from the ProWeb Welcome page select:
- Configuration
- Custom Fees and Discounts
- Click +Add Custom Fee or +Add Custom Discount
- Set the amount for the fee or discount.
- Give it a name.
- Evaluate three check boxes:
- Charge By Default will automatically assign the fee and/or discount to every return.
- Allow to be Removed allows the preparer to remove a fee and/or discount on Efile page of a return.
- Can Edit Fee On Return allows the preparer the ability to adjust the fee and/or discount amount in the E-file section of a return.
Additional Information:
ProWeb - Office Setup Menu Options