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Pro Online 2021: Fees display in E-file section

24 Jan 22
Kim Manuel
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If your site is utilizing the Fees feature to track fees saved to the taxpayer, you will notice this information in a couple of new places this year.

(1) It will be displayed on the Fee Summary page

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(2) You will see it displayed in the Right Navigation panel.  This is to ensure that the quality reviewer can easily see that the fees calculated were entered into the return.  This is now exposed to all users of the product, along with other pertinent taxpayer information that was formerly hidden (i.e. taxpayer name, ssn, etc.)

 

 

 

 

 

 

 

This does not go in the efile with the return for VITA/TCE returns…it is just a visual indicator that fees saved was used properly.  You can verify this in client return history

 

 

 

This information will show up on the Fees reports that the site runs.

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