When creating a return in TaxSlayer ProWeb, the fees from your Fee Schedule will automatically pull and calculate on the return.
You can view the fees on the return's E-File page. To navigate to the E-File page, from the Welcome Page of your ProWeb office:
- Open the return you need to modify the fees for
- From the Calculation Summary page of the return, click E-File on the left-hand side
- If there are any Validation Errors, you will need to correct those before you will be able to access the E-File Menu
- On the E-File page, select the section Tax Preparation and E-File Information
Modifying the Fees on the E-File Menu
If you need to modify the amount pulled in from the fee schedule, you can do so by manually entering the new amount in the box titled Preparer Fee. After entering the new fee amount, click outside of the box to save it and the total will also update.
The new amount set cannot be below the Minimum Preparer Fee or above the Maximum Preparer Fee set for your office.
Note: Fees cannot be modified after a return has been marked complete. If you are unable to modify the fees on the E-File page, either the return has been marked complete, or you do not have the ability to change fees based on the preparer role to which you are assigned.