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[Enhancement/Bug] To charge only once per SSN

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[Enhancement/Bug] To charge only once per SSN

puravidapto

There is no reason to file multiple returns for the same SSN. In some situations due to the software limitation, we have to create a "dummy" return, for example, for a spouse to file separately on state while already filed jointly on federal. In this case the return should not be charged as it has already been charged on federal and return we bought covers the state.

The current solution is to request credit. It works sometimes but it took a lot of explanation, and time consumed by both parties. However, I believe there is a simple technical solution which is just and fair for both customers and the company.

Status: New
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5 Comments
puravidapto
Level 5

If what I suggested is implemented, I believe this will also solve the problem allowing us to the SSN as we will pay per SSN.

George4Tacks
Level 15

The alternate solution is NOT to print or e-file. There is no charge to Check Return

puravidapto
Level 5

I believe filing state only still causes you a credit.

itonewbie
Level 15

Agree with George.  This is how PTO's PPR works.

We do create scenario returns but never print any unless we are committed to using a particular version for filing.

PTO is already relatively generous in that you can prepare an entire return without any restrictions on functionality or charge until you print or e-file.  In Lacerte and ProSeries, you must first have a Fast Path license for PPR to use the software and must then pay with a credit before being allowed to view any form in a return.

itonewbie
Level 15
@puravidapto wrote:

I believe filing state only still causes you a credit.

 

Filing either a federal or state return will cost you a credit.

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