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1040 - Calculated Prep fee from the Invoice Doesn't Match the Bank App
1040 - Calculated Prep fee from the Invoice Doesn't Match the Bank App
- Brandon Bellamy
- Zac Crites
Owned by Brandon Bellamy
Issue Symptoms
When I verify the tax return, I receive this error: Calculated Prep fee from the Invoice doesn't match the bank app...
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.
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
If the user wishes to utilize invoicing (recommended):
1. Navigate to the Bank Application.
2. Right-click on the Tax Prep Fee > Clear Override.
1. Click Setup > Billing Setup > Check Disable Invoicing.
2. Re-load Billing (Ctrl + U) inside of the return.
, multiple selections available,
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