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 to the tax return invoice. For example, you may wish to add a fee for an especially complex return, or you may wish to add a military discount.
Custom fees and custom discounts can be added to the Fees Menu in Configuration at any time but are only available to be added to returns that are not yet marked complete.
Note: Custom fees and discounts do not pull forward from the prior year and must be created in each program year.
Custom Fees
To create a custom fee, from the Quick Menu of TaxSlayer Pro select
- Configuration
- Fees / Billing Setup
- Fee Setup Menu
- Custom Fees button at the bottom - Select New
- Fee Description - Enter a description.
- Fee Amount - Enter the 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 Quick Menu of TaxSlayer Pro select
- Configuration
- Fees / Billing Setup
- Fee Setup Menu
- Custom Discounts at the bottom - Select New
- Discount Description - Enter a description.
- Discount Amount - Enter an 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.
Returns that include custom fees and custom discounts can be tracked in the Custom Fees and Discounts Report.
Additional Information:
