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Collect Fees

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Collect Fees


I'd appreciate if the software that the ability to allow me to pull our fee from our clients' bank accounts when the tax return is complete, with the client's permission. The bank account info is already entered and clients would appreciate it, too.

Even better would be to sync it with QBO so it takes it out of A/R automatically.

Thank you.

Status: New
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Level 15

I'm not sure it's the software that is the issue.  Research what the IRS has to say about it.

Level 2

I don't know. This feature is available within QuickBooks Online, and in fact, I use it frequently. Not sure why it wouldn't work with this. It would be much easier as well, because we enter our clients' banking information already. It's an extra step in QBO.


Level 15

In QBO it's a bill paying function.

Tax return prep is a different animal. As Anna said, check the IRS rules.

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