There is no monthly fee to use our software. Once you purchase your software option, you have unlimited access until the agreement expires ( as agreed in the preparer agreement.

Transmitter Fee-The tax software chosen charges transmission and technology fees to process electronically filed tax returns that utilize a bank product to facilitate payment of the refund. These fees are automatically charged on every return with a bank application and are paid by the taxpayer out of their refund.

Service Bureau Fee-A fee charged by the service bureau to the ERO who has purchased their tax software and added to each return in such exchange for software training, marketing assistance, tax education and more. The fee amount is determined by what service bureau and partnering tax prep business agree upon.

E-File Fee-The Electronic Filing Fee can be charged by the ERO on each return as a software utilization fee for the convenience of not having to mail returns.

Document Preparation Fee-The Document Preparation Fee is an additional fee the bank allows the ERO to charge for handling and completing bank applications on tax returns prepared in the software. The bank pays this fee directly to the ERO along with the tax return preparation fees.

Refund Bank Fee (if applicable)-The Refund Bank Fee is a service fee charged by the selected refund bank to facilitate the process of paying the tax preparer from the taxpayer’s refund deposit.

Audit Protection-A low-cost audit protection solution can be integrated into your software that will protect your clients in the event of an IRS audit. This fee is optional, and can be removed from any returns if the taxpayer chooses not to opt in.

These fee are assessed on top of the Preparer Fee charged by the preparer using the software.

Transmitter Fee=$99

Service Bureau Fee (depending on prior year volume)

*0-100 Prior Year Returns=$99

*101-200 Prior Year Returns=$49

*201-300 Prior Year Returns=$29

*301+ Prior Year Returns=$10

E-File Fee-Set by the ERO (Usually $25-$50)

Document Preparation Fee- Set by the ERO

Refund Bank Fee (if applicable) -$39.95

Audit Protection (optional) -$62 Tax Slayer Pro

Credit Repair (optional)

Life Insurance (optional)

There is no annual renewal fee as long as you maintain the agreed upon bank product volume year over year (typically 50 funded bank products).

Fee splits are determined by the previous funded return volume documented, with the larger portion of the split favoring the preparer:

0-100 Prior Year Returns=70/30

101-200 Prior Year Returns=80/20

201-300 Prior Year Returns=90/10

301+ Prior Year Returns=NO SPLIT (EFIN REQUIRED)