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.
The Document Preparation Fee is set under the Added Fees section of the Bank Enrollment Application in Account Hub. From the main page of Account Hub:
- Select Bank Product Information
- Select the bank you wish to partner with
- Navigate to the Added Fees menu
- 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.