Debbie_Dragon
Level 1

Does ProSeries allow me to receive payment for processing a clients tax return out of their refund?  Like if the client was going to receive $2000 and my fee was $150, would I get my fee deducted from the IRS client refund?

 

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Accountant-Man
Level 13

Do professionals still do that?

Federal Info Worksheet, Part VIII.

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IRonMaN
Level 15

But how are you going to get paid if they have a balance due?


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Taxprohere
Level 7

yes, but should be only if client wants to do it this way and you offer it as an option with full disclosure, since there are fees and I don't think you'd want to cover the fees.  I'd be concerned if client couldn't swing for $150, but you can tell them you'll hold it until payday.

Just-Lisa-Now-
Level 15
Level 15
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