1040 - Adding a Tax Preparation Fee
- Brandon Bellamy
- Zac Crites
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.
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.