How to manually enter a tax preparation fee in a tax return

How to manually enter a tax preparation fee in a tax return

SUMMARY

This article demonstrates how to manually enter a tax preparation fee in a tax return.

MORE INFORMATION

Method 1: Manually add a fee to the tax return Invoice

  1. Open the appropriate tax return and then click on Invoice – Billing & Pmts on the Attached Forms navigation pane. If you do not see the Invoice –Billing & Pmts form on the Attached Forms navigation pane, click Add From and type "Invoice" in the search box.
  2. Specify the amounts you want to charge in Lines 4 through 9 of the Non-Financial Product Related Services/Charges. A total appears at the bottom of the tax return.



Note: The line numbers for the fields pictured above may vary from year-to-year. For example, program version 2010 uses Lines 9 through 14, while program version 2009 uses Lines 6 through 11. Be aware of these slight differences when entering your fee information.

Method 2: Manually add a fee to the Bank Application

This method may be useful if you do not normally use Billing Schedules and the tax return requires the use of a Bank Application form.
  1. Open the appropriate tax return and then click on Bank App – Bank Application on the Attached Forms navigation pane.
  2. Specify the amounts you want to charge in the Tax Preparation Fee field.