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1040 - Reduce the Number of Pages Printed when Printing Final Return
1040 - Bank App Does Not Appear on Return When Choosing a Bank Product
1040 - Change Access level to view or not view Non Owner Returns
1040 - Calculated Prep fee from the Invoice Doesn't Match the Bank App
2 months ago
Updated
Issue Symptoms
Issue Symptoms
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When I verify the tax return, I receive this error: Calculated Prep fee from the Invoice doesn't match the bank app... |
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Issue Cause
This is due to the fee amount listed on the Invoice - Billing & Pmts form not matching the Tax Preparation Fee on the bank application.🖐 Note:
We recommend using invoicing, but users will need to decide whether to use invoicing or entering the preparation fee directly on the bank application each time.
Issue Resolution
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If the user wishes to utilize invoicing (recommended): |
1. Navigate to the Bank Application.
2. Right-click on the Tax Prep Fee > Clear Override.
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This will reset the field to reflect the amount that is calculated for that return on the invoice, and clear the error.
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If the user wishes to enter the prep fees on the bank |
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app: |
1. Click Setup > Billing Setup > Check Disable Invoicing.
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2. Re-load Billing (Ctrl + U) inside of the return.🖐 Note:
The user must enter the preparation fees on Bank Application for each return they create from this point forward
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