ProDesk gives tax professionals the flexibility to customize their pricing structure. 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 lets you configure your preferences.
How to access the Return Pricing page
- Log in to your ProDesk account and select My Account on the top-right corner of the Preparer Tool page.
- Locate Return Pricing and select Set.
Features in the Return Pricing page
Return pricing defaults
- Hourly Rate – a standard hourly fee for services rendered
- Sales Tax Rate – the sales tax percentage applied to qualifying fees
Form-based billing
Form-Based Billing lets you define pricing based on the tax forms included in a return. You can specify the number of forms included at no additional charge, set individual pricing for specific forms, and customize fees based on the complexity of the return.
- To update your pricing, enter the desired amount in the applicable form pricing field and select Save. To set a state form fee, select the state from the drop-down menu beneath the Form-Based Billing section, enter the fee, and select Save.
Please note: the fees configured on the Return Pricing page are used to calculate and track the preparation fees you charge your clients. ProDesk 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 are responsible for collecting payment directly from your client.