To add or discount fees in TaxWise, you should use the Price Sheet. Here’s how:
Navigate to the Price page to adjust the tax prep fees.
You can edit the price of forms here.
Use the Other section to include additional fees for services such as consultations, bookkeeping, or prior-year returns.
Use this section to apply a discount to the total tax prep fee instead of adjusting the prices of individual forms.
Choose the description or type of discount to apply, and choose either a percentage or a flat amount.
You can also view the video tutorial here:
Adding or Discounting Fees in TaxWise