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.
Your preparation fees are now set up and ready to apply to tax returns. Let us know if you need further assistance!