The moment you create a return on the Taxx Savage Pro, fees from your Fees Menu are instantaneously added to the return’s invoice. Your current invoice is available in the Receipt Menu which is the menu you arrive at after exiting the tax return.
Note: In the event that there exists Diagnostic Errors, you will not be able to access the Receipt Menu. To get to the Receipt Menu, you will need to correct the errors.
To navigate to the Receipt Menu:
- Go to the MainMenu of the tax return
- Then click on the Exit icon on the left side of the menu.
The Preparation Fee is the sum of all the calculated fees.
Modifying the Fees on the Receipt Menu
You can change the Preparation Fee by simply selecting Preparation Fee then entering the amount you wish to charge. When you do this, you override the calculated fee.
In case you cannot modify the fees on the Receipt Menu, make sure that the Invoice isn’t locked. To view this list:
- Select View/Edit Invoice
- Then Lock Fee on Invoice - set this to NO.