I use PPR and paid to efile Form 1041's for two people, Pro Series will only let me print one return. How do i get both returns to print?

[boogie96]

I use PPR and paid $59 to efile my wife's form 1041, this filing included my Form 1041.  Pro Series will only let me print my wife's 1041.  I have confirmation from Pro Series that both returns have been accepted.  If both returns filed and accepted i should be able to print both returns.

[Just-Lisa-Now-]

Each 1041 requires a PPR fee to be paid....if you have 2 1041 returns you'll need to pay twice, $59 for each.

You can look at your PPR Audit report and see what was actually paid for.

[boogie96]

Evidence or proof?  Where did you find this information?

[Just-Lisa-Now-]

Which version of ProSeries are you using?  In Professional, its on the top menu bar Tools > PPR >View Audit Report (I think, I don't have my program open)

[Just-Lisa-Now-]

Did you use the same computer to pay the PPR fees and file both of them?

[boogie96]

I use Professional.  Same computer for everything.  Audit report is good for after the fact.  I cannot find clear instructions before use as to how the charges are applied.  Instructions say Efile is free, but is that free or only free after you pay to print?

[boogie96]

Ashley, where in the instructions does it state "each independent client file"?

[TaxGuyBill]

You are using it on a Pay-Per-Return basis.  If you are filing two returns, that means you pay for each one.  Does that make sense?

[boogie96]

yes makes sense but you are missing the point, WHERE DOES PRO SERIES SAY THIS?  And why did pro series only charge me for ONE return but actually filed TWO.

[Just-Lisa-Now-]

PPR is self explanatory you Pay PER return.   Does the PPR Audit report show that each return was paid for?

[TaxGuyBill]

As Lisa said, Pay PER Return is self explanatory.  It it is the dictionary definition of "per".

As for why it allowed you to file two returns and only pay for one, either (a) you are mistaken and you paid for two, (b) the second return is not actually filed, or (c) you lucked out with a program glitch that allowed you to file without making the required payment.

[Just-Lisa-Now-]

@boogie96  when you go to print or file a return that's on a PPR basis, an authorization screen pops up and you have to either authorize the return with monies already in your PPR account or you have to initiate the PPR payment on the spot...how you were able to file one of them without authorizaing any payment would be a mystery.    

[AshleyatIntuit]

@boogie96 so in regards to your comment of "where in the instructions does it state "each independent client file"", each client file in theory is it's own 'return' so to speak so you'll never have two identical client file names, each one is pay per return, my reason for referencing the audit report is to review WHAT you already paid for so you could determine if you did, and were being prompted for an actual second charge for the exact same client file, then you could submit your audit report for a refund request of the "duplicate" charge, if that was, in theory, occurring.  Hope that makes sense.

[boogie96]

again makes sense and i do understand the logic, but why not write that in the instruction manual.  I have written code and the manuals before, and find this kind of missing info frustrating.  Theory is fine, good, complete writing is better.

[AshleyatIntuit]

https://accountants-community.intuit.com/articles/1629747-pay-per-return-ppr-guidelines

[boogie96]

the mystery is what i am trying to solve, and hopefully in the end have Pro Series Professional update their instructions so people do not have to "assume" something.

[AshleyatIntuit]

https://accountants-community.intuit.com/articles/1606316-avoiding-duplicate-pay-per-return-ppr-char... may also be helpful

[AshleyatIntuit]

I think EVERYTHING you reference/ask is all spelled out in those articles and the ones linked to them, so i'm not sure if there is something not called out there, that would help in this particular situation.  Happy to update the article if needed.

[Just-Lisa-Now-]

Ive been on this message board for many many years, this is the first time Ive ever seen anyone confused by what Pay Per Return means.

[TaxGuyBill]

You generally pay with a credit or debit card.  Do you expect the program to explain what a credit card is?  Of course not.  The program "assumes" you know what a credit card is.  Likewise, the program should assume you know what the word "per" means.  If you don't understand that word (or any other word that the program uses), you need to use a dictionary.  The program help you prepare tax return, it is not a dictionary.

[boogie96]

Thanks Ashley article helped, still wonder how the two returns were filed for one fee!  makes me wonder though if both returns were actually filed.  

[boogie96]

Well Just Lisa Now have you ever had two returns filed for one fee?

[boogie96]

and TaxGuyBill is just plain ludicrous.

[AshleyatIntuit]

Well did you look at your audit report?  The audit report is strictly going to show whether your authorized the return or not (you may want to compare prior years as well), but your efile center view will show you whether the returns were e-filed or not.  You can authorize a return without filing it, they are two different functions.  BUT, you will get prompted to authorize a return when you print or efile if you haven't already paid for it

[boogie96]

yes i have the confirmation report from the efile that two returns were accepted.  Audit report shows one payment of $59.  I will check prior years.  Thanks for all your good help.

[TaxGuyBill]

Not as ludicrous as expecting the program to explain what "per" means.

[Just-Lisa-Now-]

"Well Just Lisa Now have you ever had two returns filed for one fee?"

No, I haven't ever got a 2 for 1 deal like that!

[abctax55]

@TaxGuyBill  
Expecting every common word in a contract to be explained is what is ludicrous.

[AshleyatIntuit · Accepted solution]

Lisa is right.  Each independent client file OR SSN/EIN will generate it's own PPR charge.  And she is correct in saying that you can view your audit report in program to determine what you've already paid for, you can get their by going to TOOLS and PAY PER RETURN, and in the 4-way menu you can VIEW AUDIT REPORT.  This will give you a breakdown of all returns that you've paid for.

[TaxGuyBill]

But usually it makes you PPR when you print *OR* try to e-file.  It SEEMS like the OP said both returns have been already been e-filed ("I have confirmation from Pro Series that both returns have been accepted").  However, the statement "paid $59 to efile my wife's form 1041, this filing included my Form 1041" seems a bit contradictory.