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1040 - Adding a Tax Preparation Fee
2 months ago
Updated
This article demonstrates how to manually enter a tax preparation fee in a tax return.
Overview
Manually Enter a Tax Preparation Fee to the Tax Return Invoice
Manually Enter a Tax Preparation Fee to the Bank Application
Manually Add a Prep Fee to the Tax Return Invoice
1. Open a tax return.
2. Click Invoice - Billing & Pmts from the Attached Forms.
3. Enter a description and then an amount in the blank fields located in the Fees Related to Tax Preparation Services section on the invoice.
🖐 Note: These fields may differ from the Software's release year.
Manually Add a Fee to the Bank Application
This method may be useful if you do not normally use Billing Schedules and the tax return requires the use of a Bank Application form.
1. Open a tax return
2. Click on Bank App – Bank Application on the Attached Forms.
2. Enter the fee in the Tax Preparation Fee field.
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