1040-SR (Web-based) | How to Setup Preparation Fees

To setup your preparation fees, from the Main Menu, go to the Configuration > Fees Setup

  • Now, you can add a maximum and a minimum setup to your preparation fees.

  • You can also add the fees for each form, whether it’s a federal or state form.

  • You can filter the forms or search for a specific form inside the search box by entering the name of the form and pressing Enter on your keyboard.

  • You can also set a range for the preparation fees.

 

  • After finishing your fees setup you can then click return at the bottom or top of the page