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Debbie_Dragon
Level 1
June 24, 2025
Question

Payment from client

  • June 24, 2025
  • 4 replies
  • 15 views

Does ProSeries allow me to receive payment for processing a clients tax return out of their refund?  Like if the client was going to receive $2000 and my fee was $150, would I get my fee deducted from the IRS client refund?

 

4 replies

Accountant-Man
Accountant-Man
Level 13
June 24, 2025

Do professionals still do that?

Federal Info Worksheet, Part VIII.

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    IRonMaN
    IRonMaN
    Level 15
    June 24, 2025

    But how are you going to get paid if they have a balance due?

    Slava Ukraini!
      Taxprohere
      Taxprohere
      Level 7
      June 25, 2025

      yes, but should be only if client wants to do it this way and you offer it as an option with full disclosure, since there are fees and I don't think you'd want to cover the fees.  I'd be concerned if client couldn't swing for $150, but you can tell them you'll hold it until payday.

        Just-Lisa-Now-
        Just-Lisa-Now-Intuit Community Champion
        Intuit Community Champion
        June 25, 2025
        https://accountants.intuit.com/pay-by-refund/?srsltid=AfmBOoru7vZiL1DPiBXqry3ikYjU05pq0WZZsYH7JKgZco5Q83Qm1t1U
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