Jump to content
ATX Community
Sign in to follow this  
Margaret CPA in OH

ATX pay per return

Recommended Posts

Since tax year 1997 I have been using MAX or equivalent having both personal and business returns.  This included the Payroll program.  When I renewed for 2018, I realized with client attrition and downsizing that I needed only 3 1041's and 1 1065 so consulted my account rep.  I was told the pay per return cost was $54 each so decided that was the less expensive way to go.  $699 + $216 vs $1649.  Today in installing a second copy on my laptop (3 hours on hold for support but worth it - got a lot of other stuff done), I discovered that I also had Payroll so downloaded and installed and activated.

After I rolled over a client, up pops the pay per return box showing I have no money.  So I had to figure out how to do that and how much I needed. When researching, it appears as though there is a $249 license fee PLUS $300 non-refundable deposit from which payments are deducted.  So it appears as though I have to pay $549 upfront for $376 of business returns, couple of extra states beyond 3 and some 1099's.  Or am I not reading this correctly?

I tried to call sales but no answer.  I really don't want to spend now $1248 but neither do I want to spend $1649.  Am I misunderstanding this?  Do I sort of already have the license since I have the 1040 and just need to pay for the extras?  Retirement looks better every. single. day!

Share this post

Link to post
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
Sign in to follow this  

  • Recently Browsing   0 members

    No registered users viewing this page.