Auto Collect
Information for tax professionals about the Auto Collect program which allows tax professionals to collect fees from past due clients.
- What is the max amount that can be collected using Auto Collect?
- When do I receive tax prep fees collected through Auto Collect?
- What is the cost for the Auto Collect program?
- Do you contact taxpayers before debiting their account?
- How will you contact taxpayers in the Auto Collect program?
- Are all past-due clients added to the Auto Collect program?
- Can a taxpayer voluntarily pay past due tax preparation fees?
- When does a taxpayer get added to the Auto Collect program?
- What‘s the deadline for removing taxpayers from Auto Collect?
- How to refund a taxpayer in Auto Collect that already paid you
- How do I remove a client from the Auto Collect program?
- How to track clients in the Auto Collect program