2018-19 Addendum to the SurePrep Agreement

The SurePrep Agreement shall be modified to include the following service fees:

TaxCaddy Service Fees:

TaxCaddy Charges (Per Return): Fee:
Offline Clients1 $5.00
Invoices paid by Taxpayer to Tax Professional2 $3.00

Note1: Tax professionals can create Offline Client profiles to create Document Request Lists (DRL’s), add/manage documents against such DRL and create binders for taxpayers who have not ‘connected’ with TaxCaddy. Tax professionals use of Offline Clients allows for a consistent and standard workflow from document gathering through tax return delivery for all taxpayers.

Note2: Tax professionals can create and send invoices to their clients for the tax preparation services rendered. Invoices can be paid by the taxpayer using credit card, Apple Pay/Google Pay, or ACH enabled financial institutions.

 

1040SCANverify Expedite Service Fees:

Client may ‘Expedite” the processing of a tax return submitted for the “1040SCANverify onshore®” and “1040SCANverify offshore®” service levels.

Onshore Transaction: Fee: Offshore Transaction: Fee:
Expedite Fee 50% of total Fees Expedite Fee 50% of total Fees

Note: Please refer to the SurePrep Help Center for more information on the Expedite submission/processing times.

 

1040SCANverify+ Service Fees:

1040SCANverify+ is a new service level that is available for CCH Axcess and GoSystem RS users ONLY. With 1040SCANverify+, once the 1040SCANverify service is completed, SurePrep will complete the following:

  1. If there are any unindexed documents in the thumbnail, SurePrep will index them to their respective folders in the Index Tree.
  2. SurePrep will export the data to the tax software (CCH Axcess or GoSystem RS only).
  3. SurePrep will print the SPbinder PDF or the DreamWorkpapers on the server and make it available for download in the FileRoom (in the case of GoFileRoom integration users, SurePrep will automatically route the PDF to its respective folder within GoFileRoom).

The SurePrep Agreement shall be modified to include the following service fees related to utilization of 1040SCANverify+:

Onshore Transaction: Fee: Offshore Transaction: Fee:
* Additional Base Charge $10.00 * Additional Base Charge $5.00
** Additional Per Scanned Page (Non Standard) $0.32 ** Additional Per Scanned Page (Non Standard) $0.16

* This fee is in addition to the 1040SCANverify Base Charge
** This fee in in addition to the 1040SCANverify Per Scanned Page fees for Non Standard pages

Note: Please refer to the SurePrep Help Center for more information on the 1040SCANverify+ submission/processing times.

 

CLIENT ACKNOWLEDGMENT:

CLIENT AND SUREPREP AGREE THAT THIS ADDENDUM MODIFIES THE ORIGINAL SUREPREP AGREEMENT AS SET FORTH HEREIN.

WHEREAS, in consideration of the mutual promises herein, the parties intending to be legally bound, hereby agree that the above changes and/or additions outlined above shall be made valid as if they are included in the original SurePrep Agreement.

The Parties reaffirm no other terms or conditions of the above mentioned original SurePrep Agreement shall be negated or changed as a result of this here stated Addendum.

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