If you're looking for your fees or need a receipt for your records, where you'll find that information depends on whether you've already paid and how you chose to pay.
How to View Your Fees Before Payment
If you haven't paid your tax preparation fees yet, you can review them in either of these areas of your return:
Review Section
- From the left menu, select Review.
- Choose Print Results.
- You'll be prompted to review and pay any applicable fees.
E-file Section
- Begin the e-file process.
- Review the Products & Services section.
- Your current fees will be displayed there.
How to Print a Receipt?
After you've paid your fees, the location of your receipt depends on the payment method you selected.
If You Paid With a Credit Card or Debit Card
To view and print a receipt:
- Sign in to your account.
- Select your Profile icon in the top-right corner.
- Choose Settings.
- Select Payment History.
- Under TaxSlayer Payments, view and print your payment records.
Your payment history includes all charges made to your card for the tax years shown in your account.
If You Paid With Your Refund (File & Go)
When you choose the File & Go option, your fees are deducted from your refund instead of being paid upfront.
Here's how the process works:
- The IRS sends your refund to Santa Barbara Tax Products Group (SBTPG), a third-party banking partner.
- SBTPG deducts your tax preparation fees and any related processing charges.
- The remaining refund is deposited into the bank account you selected.
To view and print a detailed fee breakdown:
- Sign in to your account.
- Access your tax return.
- Navigate to the Review section.
- Select Refund Agreement from the left menu.
- Review and print the agreement, which includes a detailed breakdown of fees deducted from your refund.
Once the IRS or your state tax agency releases your refund, you can also track your refund and review deducted fees through the SBTPG taxpayer portal. If you have questions about the refund after it has been issued, contact SBTPG directly at 877-908-7228.
Does My Package Include Prior-Year Tax Returns?
No. Your package covers only the current filing season for your selected return. Prior-year tax returns must be prepared and purchased separately.
If you need to start a return for a previous tax year:
- Sign in and go to Tax Home.
- Scroll to the bottom of the page.
- Select the three-dot menu (⋯).
- Choose the option to start a prior-year return.
Keep in mind that each tax year is treated as a separate return and requires its own preparation, purchase, and filing process.