What happens if it is discovered that I have a transaction reportable on Forms or Schedules entirely outside of the CPAeXpress packages?
If the transaction cannot be dealt with using any Form or Schedule within the CPAeXpress packages, you will be told. Occasionally, CPAeXpress can make an exception to the package limitations and process the return to include this transaction for an additional charge. But if CPAeXpress opts not to do this, or you opt not to pay the additional charge, the Senior Advisor will provide you information about other traditional CPA firms equipped to help you with the transaction for the filing year. Your original documents will be returned to you at no charge and neither you nor CPAeXpress will be under further obligation. In a subsequent year, if the transaction is no longer occurring, you can return to CPAeXpress and take advantage of the great package prices and turnaround.
Related Questions
- What happens if it is discovered that I have an unusual transaction, one that I was unaware of, and the Form or Schedule needed is in another CPAeXpress package?
- What happens if it is discovered that I have a transaction reportable on Forms or Schedules entirely outside of the CPAeXpress packages?
- What happens if a user schedules a transaction that exceeds the daily limit?
