Verify Error: Calculated Prep Fee Mismatch on Invoice and Bank App

Symptoms

This error occurs when there is a mismatch in the Prep Fees shown on the Invoice versus the Prep Fees shown on the Bank App.

'Calculated Prep fee from the Invoice doesn't match the bank app'

 

Cause

This occurrence is due to a fee that had been manually entered by the ERO on the bank application.

 

Resolution

  1. To correct the verify error, the ERO must remove the Tax Preparation Fee on the bank application and enter prep fees on the invoice instead. Alternatively you can disable invoicing please see:  How to Disable Invoicing in The Program  
  2. Optionally, verify that the ERO has checked Require Preparation Fees on all returns. This will eliminate the chance of submitting a return without charging for the service of preparing that return.