Tax Prep by Deb Posted October 31, 2016 Report Share Posted October 31, 2016 Thought I would give you all a heads up if you don't know already. I just renewed my ATX Max software and was given the 10% discount, plus my account rep thru in an extra research book! Different this year however, is that starting in 2017 any tax return e-file for 2015 or 2014 is going to be charged an extra $5.00 transmission fee. They truly are starting to nickel and dime this program to death. Perhaps next year I will be trying out something else. Sad because I've been with them since the early days and long for them! 2 Quote Link to comment Share on other sites More sharing options...
NECPA in NEBRASKA Posted October 31, 2016 Report Share Posted October 31, 2016 I will be passing this additional $5 fee on to my clients as a line item. They need to pay for being late. I have too many of them that are behind through their own fault. 2 Quote Link to comment Share on other sites More sharing options...
jklcpa Posted October 31, 2016 Report Share Posted October 31, 2016 I would also pass the $5 fee on to the client. My annoyance would come from being charged a fee for those fiscal year entities that legitimately have a due date in 2017 that are required to file on the 2015 forms based on the starting date of the fiscal year, and also those fiscal year entities that are on extension with an extended due date in 2017 that are technically not late. It does seem like nickel & diming to me also. 3 Quote Link to comment Share on other sites More sharing options...
Tax Prep by Deb Posted October 31, 2016 Author Report Share Posted October 31, 2016 29 minutes ago, NECPA in NEBRASKA said: I will be passing this additional $5 fee on to my clients as a line item. They need to pay for being late. I have too many of them that are behind through their own fault. I agree and that's exactly why I confirmed the price increase. I have every intention of passing it on. 1 Quote Link to comment Share on other sites More sharing options...
Jack from Ohio Posted November 1, 2016 Report Share Posted November 1, 2016 10 hours ago, NECPA in NEBRASKA said: I will be passing this additional $5 fee on to my clients as a line item. They need to pay for being late. I have too many of them that are behind through their own fault. "Additional fee for filing prior year tax returns.............. $15.00." 1 Quote Link to comment Share on other sites More sharing options...
Richcpaman Posted November 1, 2016 Report Share Posted November 1, 2016 I have a flat $40 "Electronic Filing and other Administrative Costs" line item that I add to every invoice for a return that I prepare. But I hate being nickled and dimed. Rich Quote Link to comment Share on other sites More sharing options...
cred65 Posted November 2, 2016 Report Share Posted November 2, 2016 In order to receive the 10% discount the sales rep informs us that we have to buy the unlimited cch learning center for $279. Is this what you have received? Quote Link to comment Share on other sites More sharing options...
Tax Prep by Deb Posted November 5, 2016 Author Report Share Posted November 5, 2016 On Wednesday, November 02, 2016 at 2:31 PM, cred65 said: In order to receive the 10% discount the sales rep informs us that we have to buy the unlimited cch learning center for $279. Is this what you have received? No. Actually I had received a postcard with a 5% discount offered by 10/31 but when I logged on it was 10%. My rep asked if I needed any research books as I had ordered quick finder last year (Actually last year I purchased the book only so I could get a discount on the software, told him I didn't want to spend any more money so he said he thought he could get it thrown in for no additional charge so I took him up on it. I would suggest you log on to Atx and I believe on the right side of the page you will be asked to renew, click on the link and it will open up your quote and see if they have already given you a discount. Like I said my discount on my account quote was more than the postcard they sent me. If not just wait another week and check again, their offers change often. Quote Link to comment Share on other sites More sharing options...
SaraEA Posted November 5, 2016 Report Share Posted November 5, 2016 Richdpaman, isn't that $40 fee "nickel and diming" your own clients? Quote Link to comment Share on other sites More sharing options...
JohnH Posted November 6, 2016 Report Share Posted November 6, 2016 Everybody has their own way of handling these things, but I don't understand the reasoning behind calling out additional fees for prior-years' returns. Wouldn't it be better to convert the billing for prior years' returns to time expended rather than form-based or line-based pricing? An hour spent on a prior-year return is no different than an hour spent on a current-year return IMO. It's just an hour, no different than any other hour. If it takes longer to switch to other software, check for updates, research anything that has changed, etc, then the extra cost is baked into the bill automatically. The only reason I can think of to have a special prior-year fee is to call the client's attention to the fact that their procrastination cost them extra. In that case, $10-$15 isn't going to affect their behavior. If that it the goal, then the add-on should be in the range of $100- $200, or maybe a 25 - 50% upcharge on the bill. (But even that won't matter to some clients). 1 Quote Link to comment Share on other sites More sharing options...
MDEA Posted November 6, 2016 Report Share Posted November 6, 2016 I think the point of this post is not what we are going to charge but why CCH needs to nickle and dime us. We can charge what ever we want. They need the extra money because Taxwise lost the government contract and they want us to make up part of the revenue. 3 Quote Link to comment Share on other sites More sharing options...
JohnH Posted November 6, 2016 Report Share Posted November 6, 2016 8 hours ago, MDEA said: I think the point of this post is not what we are going to charge but why CCH needs to nickle and dime us. We can charge what ever we want. They need the extra money because Taxwise lost the government contract and they want us to make up part of the revenue. That's a smart move by CCH, if they can get away with it. Quote Link to comment Share on other sites More sharing options...
Lion EA Posted November 7, 2016 Report Share Posted November 7, 2016 RIch: are we (Circ 230) preparers allowed to charge extra for e-filing? I have charged extra for paper returns for my last dinosaurs that refuse to e-file. Quote Link to comment Share on other sites More sharing options...
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