The majority of taxpayers today pay for their tax preparation fees directly from their refund, using some kind of bank product. In this article we will walk you through how to collect tax preparation fees upfront in order to balance your invoice in the software.
Follow the instructions to collect a payment:
1. Navigate to the Invoice - Billing & Pmts (located towards the top of the forms tree
2. Review the Invoice for the correct balance due
3. Click the Payments icon, located on the Icons Toolbar
4. Complete the required fields on the Tax Return Payment Details screen
5. Print the Payment Receipt
Always Print the payment before Saving the payment. If you Save the payment before Printing the payment, you will have to recreate the payment to Print it.
6. Save the Payment
7. Review the Invoice for any errors/mistakes