Question
Client Billing Options
Currently, I participate in the Pay-By-Return program. However, I have a client who wants their refund direct deposited, but does not want to use the refund to pay me. He would rather pay my tax preparation fees out-of-pocket. So, I completed the direct deposit inputs and e-filed the return without entering the pay-by-return selections. Both the state and federal returns have been accepted. At this time, I'd like to know if the system will automatically generate an invoice OR if I will need to create and generate the invoice for payment? Please assist. Thanks.
