Issue Symptoms
When I verify the tax return, I receive this error: Calculated Prep fee from the Invoice doesn't match the bank app...
Issue Cause
This is due to the fee amount listed on the Invoice - Billing & Pmts form not matching the Tax Preparation Fee on the bank application.
🖐 Note: We recommend using invoicing, but users will need to decide whether to use invoicing or entering the preparation fee directly on the bank application each time.
Issue Resolution
If the user wishes to utilize invoicing (recommended)
1. Navigate to the Bank Application.
2. Right-click on the Tax Prep Fee > Clear Override.
🖐 Note: This will reset the field to reflect the amount that is calculated for that return on the invoice, and clear the error.
If the user wishes to enter the prep fees on the bank app
1. Click Setup > Billing Setup > Check Disable Invoicing.
2. Re-load Billing (Ctrl + U) inside of the return.
🖐 Note: The user must enter the preparation fees on Bank Application for each return they create from this point forward.