Web Organizer fees

If your firm is not licensed for NetClient CS, your firm is subject to per-return Web Organizer fees. Fees are assessed as follows:
  • The fees associated with transmitting and retrieving Web Organizers apply to Web Organizers only and not paper or email client organizers.
  • These fees are charged once per taxpayer SSN.
  • You'll only incur charges the 1st time you transmit and retrieve the Web Organizer.
  • Your firm can transmit and retrieve a client's Web Organizer as many times as necessary.

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