Note: The Custom Credits report is primarily used by VITA offices for grant purposes, capturing items not contained in other reports.
Custom Credits will appear as part of the electronic filing process if a custom credit template has been added in ProWeb configuration. If the credit has been marked required, the preparer will not be able to continue until an amount is entered, and zero is an allowable entry.
Here are some examples of entries in the Custom Credits menu. The first was titled "55 and older" and isn't required. The second is titled "Returning Client" and is required:
Additional Information:
ProWeb: E-file Process Return Details
ProWeb: E-File Process Fee Summary Page
ProWeb: E-File Process State ID / License Page
ProWeb: E-File Process Custom Questions
ProWeb: E-File Process Bank Account Page
ProWeb: E-File Process Submission Page
