Special Fee Processing

 

In Arkansas, Illinois, Maryland, Maine, or New York, tax preparers are not allowed to charge different fees for returns with a bank product than they charge for those without a bank product. 

 

1. The invoice will always show the fees listed in the screenshot here, even for non-bank product returns.

 

2. The 'Special Fee Processing Indicator' in the upper right of the invoice will also be checked.

3. The user can create a custom discount to offset these charges if they wish. Instructions for Custom Discount can be found here. 

Be aware NONE of those bank product fees will be collected by uTax or Central Site.