Setting up your preparation fees in the 1040-SR web-based software allows you to customize pricing based on your preferences. Follow these steps to configure your fees:
Go to Fees Setup:
From the Main Menu, navigate to Configuration > Fees Setup.
Set Fee Limits:
You can specify a minimum and maximum amount for your preparation fees.
Add Fees for Forms:
Assign fees for each federal or state form as needed.
Search for Forms:
Use the search box to find a specific form by typing its name and pressing Enter.
Set Fee Ranges:
Define a range for your preparation fees based on the forms you offer.
Save and Exit:
Once you have completed the setup, click Return at the top or bottom of the page.