As a preparer you are at liberty to decide whether you want to set a minimum and/or maximum preparer fee in your ProWeb office. By setting the preparer fee, you effectively control the amount you charge for tax returns.
A return’s total preparation fee can not be less than the set minimum fee nor can it go above the set maximum fee. For instance, a return will default to charge $150 in place of $120 if you set a Minimum Preparer Fee of $150 but the total per the fee schedule calculates to $120.
Configuring the Minimum and Maximum Preparer Fees
To set a minimum or maximum preparer fees for your ProWeb office:
- Go to the Configuration section from the Welcome Page
- Proceed to Fee Setup
- At the top of the Fee Setup menu, you will see the Minimum and Maximum Preparer Fees:
The return fees cannot go below or above the set amounts. The preparer is notified on their screen whenever the minimum or maximum preparation fee is triggered by the return’s preparation fee per the fee schedule:
Overriding the Minimum or Maximum Preparer Fees
You are able to choose whether or not the set amounts can be overridden and who can override them. This will require you to first change the preparer’s Security template to permit them to override the set amounts.
To do this on your ProWeb office:
- From the Welcome Page, go to Configuration
- Select Security Templates
- Choose the template you would like to change then click Edit next to it. If there are none, create one. Instructions for doing so are available here.
- Check the boxes next to the options “Override Minimum Preparer Fee”and “Override Maximum Preparer Fee” as you may please.
- Click on Save then ensure that the Security Template contains the preparer needing access to those overrides.
The preparer gains access to and can view the override message the moment they are granted permission to do so.
A password window appears immediately after clicking the override message.
To override the calculated fee, the preparer has to enter their login password.
Affiliates and Multi-Office users
Every office in your company may have a different set of minimum and maximum fees. For each, overriding passwords must be created. The minimum and maximum fees can only be overridden by those preparers who have the override password.