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 24, uTax is once again reminding our partners of the importance to verify your fees BEFORE transmitting returns. Once a return is transmitted, it cannot be changed.
If you are also offering uTax Affiliate Partner Programs – iPROTECT and/or Protection Plus to your clients, this important reminder to verify also applies to any selected Mark-up amounts.
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 TY2021 client return you prepare containing a financial product.
How to Verify Software Version and Retrieve/Apply Updates:
Throughout the tax season, and especially during the initial weeks and days before the official opening of 1040 e-File by the IRS, it is extremely important to transmit at least daily to check for software updates and maintain your Individual, State and/or Business desktop software program(s) at the latest version as you begin preparing tax returns for your clients. Often, these software updates can contain important new forms and updates to existing forms resulting from recent tax legislation.
If you have any questions about this information, please contact the uTax Partner Support Team at 206-209-2653 or email us at firstname.lastname@example.org.
The uTax Team
* No Mark-Up Option is Available for Forever Good Credit. $50 per return rebate opportunity applies.