Amber
Level 1
02-10-2021
08:30 AM
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How do you ensure preparer fees are collected from the IRS Direct Deposit option?
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Level 13
02-10-2021
08:33 AM
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You dont. Thats just an option for the client to receive refund. Its on us to collect our fee.
Level 15
02-10-2021
09:02 AM
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Did you sign up with a banking product to use Pay By refund to collect your fees? Thast the only way you can get it automatically from a refund, I dont use it (cost prohibitive), so I have no clue how it works, sorry.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
IRonMaN
Level 15
02-10-2021
09:25 AM
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The only way to absolutely, positively ensure that you are collecting the fee is to have the client personally pay you. It's kinda strange that a lot of us still have the clients pay us directly and somehow we are still in business ------------------ go figure.
Slava Ukraini!