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Billing

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Level 1

When charging clients, where do I enter my bank information to get paid for each return I do. I bought the package for 50 returns not the pay by return. Do I have to pay for each return as well?

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2 Replies 2
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Level 8

Pay-per-return info:

https://proconnect.intuit.com/community/help-articles/help/intuit-proconnect-proseries-pay-per-retur...

Pay-by-refund (client pays you out of their refund) info:

https://proconnect.intuit.com/pay-by-refund/

If your client doesn't have a refund, recommend you collect from the client before e-filing.

 

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Level 15
Level 15

"where do I enter my bank information to get paid for each return I do."

This is part of banking products, which is an add-on, not part of the tax software by default.


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