Fee Collect via ATX

[hatlady]

Have not considered any of the bank products whatsoever but have had a few customers (very few) request to pay tax prep fee via credit card or thru their refund. Is this $15 fee modest as they say?

[Nicole]

Have not considered any of the bank products whatsoever but have had a few customers (very few) request to pay tax prep fee via credit card or thru their refund. Is this $15 fee modest as they say?

Lots of ATX customers used FeeCollect last year and loved it.

There are many clients out there that don't have the money or just don't want to pay until they get their refund.

You can call SBBT for more information.

They are actually pretty helpful.

[Beth]

And it isn't a bad value, as far as I know, I beleive 15 dollars is cheaper than any options that H&R Block or any of the other big companies charge to have their fees taken directly out of a client's refund.

[indyscott]

My office assistant got me signed up for this, and I now have a client who wants to use it, but I can't figure out how. Can someone provide or point me to some specific instructions? I have the return complete, and I can create an efile, but how do I do this FeeCollect thing?

[indyscott]

I think I'm getting it figured out now sort of.. I got to the FeeCollect place on the Payments/refunds tab, but I'm getting an error that I have to "decide between forms: Fee Collect and Bank SBBT Ral." .. still haven't figured out where to do that..

[indyscott]

ok, ... I got it figured out.. I had previously chosen to enter an SBBT product and I had that tab still in the return. When I deleted that tab, the efile got created fine..

The problem may have developed initially because although I'd registered for FeeCollect, I hadn't gone into the Bank Products tab in the main menu yet to push all the buttons to make the stuff appear in returns.. anyway it looks like it works now.