Margaret CPA in OH Posted January 7, 2019 Report Posted January 7, 2019 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! Quote
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