Support Center

🔍 Tax Form Defaults shows $0 for fees

This is working as designed.

Client Connect updates the database and the returns pull from the database. If you open a return and not Tax Form Defaults, you will see the correct fees.

📝 Client Connect/Partner Verification definition

Verifying your partners

Use the Partner Verification area to download settlement solution elections and fees, as well as additional partner services, such as Versicom and Protection Plus.

By downloading your settlement solution fees automatically on this screen, you no longer have to enter the fees manually in the Price Sheet in the software, saving you time and possible EFC mis-matched fee rejects.

📞 Still Need Help?

If you are having trouble, contact our support team:

Phone: 1-800-516-9442

Or submit a support ticket