Eli Posted January 5, 2009 Report Share Posted January 5, 2009 Using SBBT for bank products...Can you help with setting up documentation fees in the software?? I cant seem to find the way to input those fees this year. Thanks a bunch!! Eli Quote Link to comment Share on other sites More sharing options...
BulldogTom Posted January 5, 2009 Report Share Posted January 5, 2009 Using SBBT for bank products...Can you help with setting up documentation fees in the software?? I cant seem to find the way to input those fees this year. Thanks a bunch!! Eli Eli, Good to hear from you on the board. You need to read your contract. SBBT will not be separately adding the doc fee this year. You will need to add it into your invoice. If you go into billing, you can add a fee when you pull that form into the return if you are billing by the form. If not billing by form, you can just add it manually when you create the invoice. Hope this helps - and don't be such a stranger. Tom Lodi, CA Quote Link to comment Share on other sites More sharing options...
Eli Posted January 6, 2009 Author Report Share Posted January 6, 2009 Eli, Good to hear from you on the board. Hope this helps - and don't be such a stranger. Tom Lodi, CA Thanks, Tom!! Hope you & your family had a wonderful Christmas & a Happy New Year!! I will be on more often now. Had lots of things going on here for a while, but things are settling down and I'm just now getting ready for tax season. Thanks again!! Eli Quote Link to comment Share on other sites More sharing options...
BulldogTom Posted January 6, 2009 Report Share Posted January 6, 2009 We had a great Christmas and New year. I hope everything is working out for you. You are in my prayers my friend. Tom Lodi, CA Quote Link to comment Share on other sites More sharing options...
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