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Just noticed the new $19.95 transaction/technology fee Proseries charges for RTs. Could someone explain what this is?

dwhite126
Level 1
 
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IRonMaN
Level 15

You are using a service that Intuit thought it could make some money off of so the are charging you $19.95 if you decide to use that optional service.

ACME Taxes, Tatoos, Tires and Turtles (I've expanded my line of products to better serve you)

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25 Replies 25
dwhite126
Level 1
I mean "transmission/technology fee"
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turkomauro
Level 1
This is terrible, I just realized!!! Poor clients won't like this! I'm switching to TaxAct next year, it's much cheaper!
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IRonMaN
Level 15
If it is terrible and you feel bad for your clients, why would you be like Intuit and just gouge your clients for a fee for doing nothing?  Will you be able to sleep at night?  I know I wouldn't.
ACME Taxes, Tatoos, Tires and Turtles (I've expanded my line of products to better serve you)
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ORTIZ
Level 1
This new technology fee is the worst thing intuit ever did and will not explain what is for? I will not be offering any RT's to my clients this year this new fee is a rip off next year i will be switching to a different tax software where they don't rip you off.
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IRonMaN
Level 15
I’m happy that you are not going to be clipping your clients that $39.95 fee that the bank charged them to get their refund.
ACME Taxes, Tatoos, Tires and Turtles (I've expanded my line of products to better serve you)
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semonickc
Level 1
Also disappointed.  Just spoke with the bank who informed me it is a software fee.  Called ProSeries.  Spoke with a technician and software development.  Was informed this is also considered an "Identity Theft Protection".  My complaint registered was that was discriminatory since non bank clients are not charged for this service and since I pay for "unlimited" use of individual returns this should have been incorporated in my fee not charged separately in a bank product.  Also stated it was not disclosed to us the software users and clients will be blind sighted.  We electronically file with an encrypted file to Pro Series who then in turn uses an encrypted file to the IRS and bank; therefore, this should be the taxpayer's option to OPT IN or OPT out and not mandatory similar to the audit protection and identity theft restoration options.--Another issue is this service will be taxable for sales tax in my state.  I asked who will be paying this sales tax to my state and they had no answer.  I ALSO WILL BE EVALUATING OTHER SOFTWARE FOR NEXT YEAR!!!!!!  very disappointed with Pro Series from a long time user of their products.  
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Just-Lisa-Now-
Level 15
Level 15
this is an optional convenience that isn't required of anyone to prepare or file tax returns

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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ORTIZ
Level 1
I have been with Pro Series since 1998 and i will be also looking into  another software company. Pro series made a huge mistake sneaking in that 19.95 Technology Fee.
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mojocpa
Level 7
Now we are talking about Intuit here. What did you expect.
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Just-Lisa-Now-
Level 15
Level 15
charging extra for an optional unnecessary feature?  damn them!  :joy::joy:

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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IRonMaN
Level 15
Nasty, nasty, just plain nasty charging for an extra service that they provide.  I'm just glad tax preparers would never do something like that.
ACME Taxes, Tatoos, Tires and Turtles (I've expanded my line of products to better serve you)
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FRANK-ASHBY
Level 1
I'm really disappointed with ProSeries for charging this $19.95 Technology  Fee. It is a complete gouge! For several years, the Pay-By-Refund feature has been offered at a fair price. Last year they boosted the bank fee from $35 to 39.95.. I thought that was a bit high but it was marginally acceptable. This year with the added "Technology Fee" of $19.95, it makes this service very pricey. Pay-By-Refund has been a great feature over the years, but the fees keep chipping away at my clients refunds and that is not acceptable. One final note, since I'm finding that this fee is an Intuit fee, that really makes my blood really boil since I already pay $2,000+ for my "unlimited" package. This Technology Fee is just a cheap shot at squeezing out profits. It is totally unnecessary and a real disappointment. My advice to Intuit is to remove it as soon a possible.

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Ernie
Level 9
@FRANK ASHBY we are users just like you.  Contact support and sales and voice your displeasure there.
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Terry53029
Level 11
Level 11
I use Quick Collect, last year it was $10. This year $15, but still reasonable.
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qmc-829
Level 1
I just found out today, and I am very upset, I've only been with ProSeries since last year, I am a new business owner who left Liberty Tax because my clients thought the fee's were ridiculous, Now in addition to paying for software, Intuit wants 19.95 per transaction, that would be almost an extra $5000 from my clients for What!!!!, I'm trying to make a profit too, pay a lease and employees.....I feel mislead and won't be a ProSeries client after 2019....Wish I had time to find a new company right now..
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Terry53029
Level 11
Level 11
You can switch to Quick Collect now, and only cost $15 total for you, zero for client. I have been using
quick Collect for a couple years, works great. I do charge client to fill out worksheet, so it doesn't cost me.
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finetta0911
Level 1
Well, I started with Pro-Series because it did not have this predatory inconvenient technology fee like it's competitors. Now that it does, everyone on to TaxWise and other easier programs to use 😄 seriously though, it was literally what set them apart (price wise - copy pasted this again)
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Just-Lisa-Now-
Level 15
Level 15
Have the clients pay you up front...NO FEES!  Its not like its a surprise expense they couldn't have budgeted for, they know all year long that they have to file taxes.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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The-Tax-Lady
Level 8
I have to say that TaxWise, from my experience, is not an option for professional software.
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IRonMaN
Level 15

You are using a service that Intuit thought it could make some money off of so the are charging you $19.95 if you decide to use that optional service.

ACME Taxes, Tatoos, Tires and Turtles (I've expanded my line of products to better serve you)

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abctax55
Level 15

Someone noticed a while ago:


https://accountants-community.intuit.com/questions/1782368-dear-proconnect-please-explain-the-techno...

Former Chump..umm... AllStar...This message was typed from 6 feet away so you can safely read it immediately.

If a post answers your question, click on *Accept as solution* for future searches
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The-Tax-Lady
Level 8

I'm surprised this is the first year you're seeing this fee. The "Transmitter" also gets a kick back from the Bank Product provider at the end of the season for all funded returns. The transmitter fee has been around forever.

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finetta0911
Level 1
Well, I started with Pro-Series because it did not have this predatory inconvenient technology fee like it's competitors. Now that it does, everyone on to TaxWise and other easier programs to use 😄 seriously though, it was literally what set them apart (pricing wise)
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George4Tacks
Level 15

Give your client choices:

  1. Pay the fee which includes extra protections shown in the wonderful brochure you will hand them https://proconnect.intuit.com/content/dam/intuit/pro_tax_group/en_us/docs/PBR-ID-protection.pdf
  2. Pay me now and there is no extra fee Give them an idea of how long refunds SHOULD take https://www.cpapracticeadvisor.com/news/12370552/2018-irs-income-tax-refund-chart-when-will-i-get-my...
  3. Send them to a VITA office and get the return done for FREE https://www.irs.gov/individuals/free-tax-return-preparation-for-you-by-volunteers
  4. Direct them to the FREE IRS site https://www.irs.gov/filing/free-file-do-your-federal-taxes-for-free

Personally I would not try to "Explain" this fee. Add on another 10 or 20 dollars to it and offer the service. Everything you do with the client is negotiable, everything except kindness and concern for them as a person. Provide a great deal of that and you will get generations of clients. 


ex-AllStar
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Just-Lisa-Now-
Level 15
Level 15
or increase your 1040 fee by $20 and if they pay by cash or check, they get a $20 discount!

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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