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Level 3
December 16, 2020
Solved

No Update Amounts on Preparer Fees ProSeries Tax Professional 2020

  • December 16, 2020
  • 2 replies
  • 0 views

Good afternoon,

I am already enrolled and approved with TPG-Quick Collect.
Having said that, I am having issues when I am click F10 (to update the amounts) on Quick Collect Application Worksheet. No information is rolling over to the:

Preparer tax preparation fee..........
Preparer electronic filing fee..........
Total Preparer Fee........

Because of that, in the Refund Transfer Summary(at the bottom of the QCAW) I don't have any automatic calculation.

A Expected Refund
B Preparer tax .......
C Audit Assistance.......
D Expected federal tax refund.......     

Question:
It is a program issue or it could be a configuration issue on my end?

Anyone else with the same problem?

Thanks,

This topic has been closed for replies.
Best answer by Orlando11

Looks like there was a fix that should have just gone out the door like 45 minutes ago.

Can you update the product, and then confirm you "check the info worksheet box, and the "flow billing amounts" box"?

2 replies

Intuit Community Champion
December 16, 2020

Its not working for me either, but its early. Hopefully it will be fixed before tax season, but perhaps @Orlando11 will check for us if we ask nicely 😁

CheckoAuthor
Level 3
December 16, 2020

Yes, Hopefully @Orlando11 can help us with this issue.

Level 8
December 16, 2020

Please bare with my response, because anything having to do with what's actually in the form is several levels removed from my team (if ProSeries was a house, my team is responsible for the landscaping and framing.. other teams are responsible for the plumbing, electricity, etc).

Anyway, the person in charge of that feature says "The workflow is a bit different this year, in that the checkbox for QuickCollect must be selected on the Fed Info Wks for the QuickCollect Worksheet to become activated"

Unfortunately I'm not setup to verify (or even understand that statement). If you look at that and go "ah, I wasn't doing that... it works now".. then great.  If you look at that and go, "that's what I'm doing" or "that has nothing to do with the problem i've reported" I'll file an issue and let the experts follow up / drive resolution.

 

Level 3
December 16, 2020

I have the exact same problem, please HELP! @Orlando11 

Orlando11Answer
Level 8
December 16, 2020

Looks like there was a fix that should have just gone out the door like 45 minutes ago.

Can you update the product, and then confirm you "check the info worksheet box, and the "flow billing amounts" box"?

CheckoAuthor
Level 3
December 16, 2020

We just did the last or second update of the day 5 minutes ago and now it is working!

Thank you!