Desktop Program - Custom Fees and Custom Discounts

You have the ability of adding your own fees and discounts on top of adding fees for federal and state forms and schedules in the Fees Menu. For instance, for a complex return, you can add a fee that is to be included on the invoice. You may also have a military discount that can be included in the invoice. You can add Custom fees and discounts to the Fees Menu at any time before the return is marked. 

Note - You must create Custom fees and discounts for every year since they do not pull forward from the previous year. 

Custom Fees 

To create a custom fee: 

• Go to the Main Menu of Taxx Savage Pro 
• From the menu, select Configuration 
• Proceed to Fees/Billing Setup 
• Then to Fee Setup Menu 
• At the bottom of the page, select Custom Fees 
• Select New in the Edit Custom Fees Window 
• Enter a description and amount (the amount should be in dollars and cents)
• Select any of the four check boxes as you may desire: 
  • Always Prompt - In case this is checked, the preparer will be asked to either add or ignore the fee, once they exit the return. In case it is unchecked, the preparer can elect to add the fee in the Receipt Menu upon exiting the return. 
  • Change by Default - in case this is checked, the fee will always be in the invoice 
  • Can Edit Fee on Return - In case this is checked, the fee amount can be altered in the Receipt Menu 
  • Can Remove Fee - In case this is checked, the fee can be omitted from the Receipt Menu. 
• Once done, to save the fee and go back to the edit Custom Fees menu, click Save. 

Custom Discounts 

To create a custom discount: 

• Go to the Main Menu of Taxx Savage Pro 
• From the menu, select Configuration 
• Proceed to Fees/Billing Setup 
• Then Fee Setup Menu 
• Select Custom Discounts 
• Select New in the Edit Custom Discount window
• Key in a description and amount in dollars and cents 
• Then pick any of the three check boxes as you may wish: 
  • Always Prompt - In case this is checked,  the preparer will be asked to either add or ignore the discount, once they exit the return. In case it is unchecked, the preparer can elect to add the discount in the Receipt Menu upon exiting the return. 
  • Charge by Default - in case this is checked, the discount will always be in the invoice 
  • Can Edit Discount on Return - In case this is checked, the discount amount can be altered in the Receipt Menu 
• Once done, to save the fee and go back to the edit Custom Fees menu, click Save.