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Issue Symptoms

Note

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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Tip

If the user wishes to utilize invoicing (recommended):

1. Navigate to the Bank Application.

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Tip

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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