Franchise Tax Board

Incorporating Individual e-file Into Your Office Tutorial

e-filing fees

The fees involved with e-file vary.  Check with your software company to determine the most appropriate fee schedule for your business.  Software companies generally offer flat-rate plans and/or per-return fee plans.  Analyze your business carefully to determine which way to go.  An example of an analysis performed to determine the best fee schedule is:

Smith Tax Prep Service prepares 150 current year returns.  The software they use offers both a per-return e-filing fee and a flat-rate fee.

  • The package price is $1,000 to e-file an unlimited number of state and federal returns.
  • The per return fee is $2 per state return and $3 per federal return.

If Smith Tax Prep Service e-files all 150 returns the price would be $750 using the per return fee schedule, which would be less than the $1,000 package price.  However, if the tax professional prepares and e-files over 200 returns the flat-rate price would be less expensive than the per return price.