The Document Preparation Fee is an additional fee the bank allows the ERO to charge for handling and completing bank applications on tax returns prepared in TaxSlayer Pro. The bank pays this fee directly to the ERO along with the tax return preparation fees.
To review or modify the Document Preparation Fee:
- Log in Account Hub.
- Select Bank Product Information
- Select the bank you are partnering with.
- Navigate to the Added Fees step.
- Look for Document Prep Fee at the bottom.
Note: The Document Prep Fee can be changed by contacting sales up until your office starts transmitting returns. Once the first return is transmitted, the fee is locked for the season and cannot be changed.
Additional Information: