Company Level: Setting Fees, Custom Fees, and Custom Discounts

Fee Setup in Company Configuration has several purposes:

• Setting a minimum and maximum preparer fee for a tax return.
• Setting an override password for the minimum and maximum preparer fees.
• Specifying the amount charge for each federal and state form or schedule.
• Setting your own custom fees and discounts.

For example, an office may charge a minimum preparer fee of $100, a Custom Fee of $20 for complex returns, and provide a Custom Discount of $50 for Active Military.

Maximum Preparer Fee must be set to a number greater than zero. Other than the maximum preparer fee, using any of these features is optional. 

Minimum Preparer Fee Setup

• Company Configuration
• Minimum Preparer Fee
  • New Override Password - this can be given to offices to override the assigned fee.
  • Verify New Override Password
  • Set the Minimum Preparer Fee as desired.

To set the Maximum preparer fee return to the Fees Setup Menu

• Maximum Preparer Fee
  • New Override Password - this can be given to offices to override the assigned fee.
  • Verify New Override Password
  • Set the Maximum Preparer Fee as desired.
    Important: Maximum Preparer Fee must be greater than zero.

Setting up Preparation Fees

To set preparation fees from the company level, from the Welcome page select:

• Company Configuration
• Fee Template
• Add Fee Template
• The list is long, so it can be narrowed in a few ways:
  • Click the Federal Forms button to narrow the list to only federal forms
  • Click the State Forms button and choose the state to narrow the list to that state
  • Use the Search field to narrow to a particular form number or keyword in the form's title
• Two buttons are provided that allow for quickly changing a group of fees:
  • +Set Range - use this to quickly assign a single fee to a group of forms that fall in consecutive order in the list.
  • +Increase/Decrease - use this to adjust the fee for all forms.

There is no Save button - fees are adjusted immediately. When you're finished, click Continue.

Setting up Custom Fees and Custom Discounts

To create Custom Fees and Custom Discounts from the ProWeb Welcome page select:

• Company Configuration
• Custom Fees and Discounts
  • Click +Add Custom Fee
  • Select Fee or Discount
  • Set the amount for the fee or discount.
  • Give it a name.
  • Evaluate three check boxes:
    • Charge By Default will automatically assign the fee and/or discount to every return.
    • Allow to be Removed allows the preparer to remove a fee and/or discount on Efile page of a return.
    • Can Edit Fee On Return allows the preparer the ability to adjust the fee and/or discount amount in the E-file section of a return.

Additional Information:

ProWeb Hierarchy (Company, Group, and Preparer)

ProWeb: Setting up Offices from the Company Level