ProTaxPro.com gives tax professionals the flexibility to customize your pricing structure to fit your business model. Whether you prefer to charge by the hour, apply sales tax, or bill based on the forms included in a return, the Return Pricing page allows you to configure your pricing preferences with ease.
How to Access the Return Pricing Page
1) Log in to your ProTaxPro.com account, select My Account on the top-right corner of the Preparer Tool page.
2) Locate Return Pricing and select Set.
Features in the Return Pricing Page
Return Pricing Defaults
Professionals can establish default pricing preferences by setting:
- Hourly Rate – Define a standard hourly fee for services rendered.
- Sales Tax Rate – Set the sales tax percentage that will be applied to qualifying fees.
Form-Based Billing
The Form-Based Billing feature provides additional flexibility by allowing you to define pricing based on the tax forms included in a return. You can:
- Specify the number of forms that may be included at no additional charge.
- Set individual pricing for specific tax forms.
- Customize fees based on the complexity of the return.
3) To update your pricing, enter the desired amount in the applicable form pricing field and select Save to apply your changes.You can also configure fees for state tax forms. To set or update a state form fee, select the desired state from the drop-down menu located beneath the Form-Based Billing section. Once selected, enter the desired fee amount and select Save to apply your changes.
Please Note: The fees configured on the Return Pricing page are used to calculate and track the preparation fees you charge your clients. ProTaxPro.com does not collect these fees on your behalf. Unless you are enrolled with a bank product provider and process the return using a Refund Transfer, you will be responsible for collecting payment directly from your client using your preferred payment method.