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Company Level: Setting Fees, Custom Fees, and Custom Discounts

Online · Written guide Content date 2 min read

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Minimum and maximum preparer fees

  1. From Company Configuration, choose Minimum Preparer Fee. Set and verify an override password, then enter the minimum.
  2. Return to Fees Setup and choose Maximum Preparer Fee. Set and verify its override password and enter a maximum greater than zero.

Required maximum

The maximum preparer fee must be greater than zero. The other fee features are optional.

Preparation fees

  1. Open Company Configuration → Fee Template → Add Fee Template; name the template.
  2. Filter with Federal Forms, State Forms, or Search. Use +Set Range for consecutive forms or +Increase/Decrease for all forms.
  3. Fee edits take effect immediately; there is no Save button. Select Continue when finished.

Custom fees and discounts

  1. Open Company Configuration → Custom Fees and Discounts → +Add Custom Fee Template.
  2. Name the template, choose Fee or Discount, and enter its amount and description.

Review the options

Charge By Default applies it automatically. Allow to be Removed lets the preparer remove it on the Efile page. Can Edit Fee On Return allows amount changes in the E-file section.

Detailed instructions

Fee Setup in Company Configuration has several purposes:

  • Setting a minimum and maximum preparer fee for a tax return.
  • Setting an override password for the minimum and maximum preparer fees.
  • Specifying the amount charge for each federal and state form or schedule.
  • Setting your own custom fees and discounts.

For example, an office may charge a minimum preparer fee of $100, a Custom Fee of $20 for complex returns, and provide a Custom Discount of $50 for Active Military.

Maximum Preparer Fee must be set to a number greater than zero. Other than the maximum preparer fee, using any of these features is optional. 

Minimum Preparer Fee Setup

  • Company Configuration
  • Minimum Preparer Fee
    • New Override Password - this can be given to offices to override the assigned fee.
    • Verify New Override Password
    • Set the Minimum Preparer Fee as desired.

To set the Maximum preparer fee return to the Fees Setup Menu

  • Maximum Preparer Fee
    • New Override Password - this can be given to offices to override the assigned fee.
    • Verify New Override Password
    • Set the Maximum Preparer Fee as desired.
      Important: Maximum Preparer Fee must be greater than zero.

Setting up Preparation Fees

To set preparation fees from the company level, from the Welcome page select:

  • Company Configuration
  • Fee Template
  • Add Fee Template - you will be prompted to name the template
  • The list is long, so it can be narrowed in a few ways:
    • Click the Federal Forms button to narrow the list to only federal forms
    • Click the State Forms button and choose the state to narrow the list to that state
    • Use the Search field to narrow to a particular form number or keyword in the form's title
  • Two buttons are provided that allow for quickly changing a group of fees:
    • +Set Range - use this to quickly assign a single fee to a group of forms that fall in consecutive order in the list.
    • +Increase/Decrease - use this to adjust the fee for all forms.

There is no Save button - fees are adjusted immediately. When you're finished, click Continue.

Setting up Custom Fees and Custom Discounts

To create Custom Fees and Custom Discounts from the Tax Processors Plus Online Welcome page select:

  • Company Configuration
  • Custom Fees and Discounts
    • Click +Add Custom Fee Template - you will prompted to name the template.
    • Select Fee or Discount
    • Set the amount for the fee or discount.
    • Give it a name.
    • Evaluate three check boxes:
      • Charge By Default will automatically assign the fee and/or discount to every return.
      • Allow to be Removed allows the preparer to remove a fee and/or discount on Efile page of a return.
      • Can Edit Fee On Return allows the preparer the ability to adjust the fee and/or discount amount in the E-file section of a return.

Additional Information:

Tax Processors Plus Online Hierarchy (Company, Group, and Preparer)

Setting up Offices from the Company Level