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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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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
| Infotip |
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If the user wishes to utilize invoicing (recommended): |
1. Navigate to the Bank Application.
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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.
| Infotip |
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If the user wishes to enter the prep fees on the bank app app: |
1. Click Setup > Billing Setup > Check Disable Invoicing.
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The user must enter the preparation fees on Bank Application for each return they create from this point forward.
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