Drake Tax - IL - Bank Products and Fees

Article #: 14381

Last Updated: October 21, 2024

 

Tags: Drake Tax

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Preparers who offer bank products in Illinois should note the following:

  • The only fees that can be charged by Illinois EROs are tax preparation fees.

  • Drake Software does not charge a technology fee in the State of Illinois (exception, see below).

  • Preparers do not have the option to charge additional fees (i.e., no service bureau fees, add-on fees, etc.).

  • Some bank partners may offer limited products, or not have a program in the state of Illinois.

  • Preparers are able to offer Protection Plus products.

For more information, review Section 105.230 of the Illinois DOR.

Tip  If you are partnered with Refund Advantage, contact them at (800) 967­-4934 for more information about any other limitations, or fees that may be charged to preparers using bank products in Illinois.