As many of you are currently offering Pre-ACK Advance Products to your clients and as we fast approach the IRS official opening of e-file on Monday, January 23, uTax is once again reminding our partners of the importance to verify your fees BEFORE transmitting returns.
Once a return is transmitted to the IRS from our Central Site, it cannot be changed.
If you are also offering uTax Affiliate Partner Programs iPROTECT and/or Protection Plus to your clients, this important reminder also applies to any Mark-up amounts you entered.
How To Verify Fees:
Easy to follow steps to verify fees can be found in our short Here’s How To Configure Your EFIN, Add a Bank Application to Previously Created Returns and Verify Fees document, available on your uTax Resource Center > Documents page.
- Tip: Complete and/or verify your default EFIN configuration in the program to minimize manual data entry on each return.
How to Verify Affiliate Partner Program Mark-Up:
During enrollment at EMP, many partners chose the pre-set option and selected YES to Auto-Add uTax Affiliate Partner Programs, iPROTECT, Protection Plus and/or *Forever Good Credit. As a result, the software program is automatically configured to include the product(s), along with the base fee and any selected Mark-up amounts on each TY2022 client return you prepare containing a financial product.
For more information about our Affiliate Partner Programs, please watch this short, informative recorded webinar and for additional questions, contact your Account Manager at 844-440-8829 or email us at sales@utaxsoftware.com.
(Repeat) Important Reminder! Are Your Tax Software Programs at the Latest Version?
- It is extremely important to maintain your desktop software program(s) at the latest version as you begin preparing tax returns for your clients. Be sure to transmit at least daily to check for and apply released state packages and federal and state software updates.
If you have any questions about this information, please contact the uTax Partner Support Team at 206-209-2653 or email us at support@utaxsoftware.com.
Thank you,
Your uTax Team
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