If money is involved, put the expectations in writing.

The Software Fee Agreement Template gives tax software providers and Service Bureaus a starting point for documenting the fees and payment expectations associated with offices operating within their software ecosystem.

The agreement separates bank product returns from non-bank product returns, allowing you to document which fees apply to each and how those fees will be collected.

Instead of relying on conversations, text messages, or assumptions about backend fees, you can customize this agreement to clearly establish the financial terms of your software relationship before tax season begins.

What’s Included

Bank Product Return Terms Define how your office handles returns where the taxpayer elects to have tax preparation fees withheld from their refund.

Customizable Standard Fee Fields Enter your applicable amounts for:

Service Bureau Fee
Software Transmission Fee
E-File Fee

Optional Fee Fields Document additional optional products and services, including:

Audit Protection
Document Preparation
Defend My ID

Non-Bank Product Return Terms Establish how applicable fees will be handled when a client pays their tax preparation fee upfront rather than using a bank product. The template also includes provisions for invoicing and payment of applicable fees.

Bank Product Usage Requirements The template includes customizable terms addressing the percentage of returns expected to use bank products and potential consequences if those requirements aren't met.

Agreement & Signature Provisions Includes governing-law language, modification provisions, enforceability terms, and signature fields for both parties.

How This Template Can Help

Use the Software Fee Agreement Template to:

Put backend fee expectations in writing
Define standard and optional fees
Establish how non-bank product returns will be handled
Document payment and invoicing responsibilities
Establish bank product expectations
Create consistency across your software partners
Reduce confusion about who owes what and when
Customize your financial terms before tax season begins

Who Is This For?

This template is best suited for:

Service Bureau owners
Tax software providers
Software resellers with applicable fee arrangements
Tax industry professionals managing ERO relationships
Businesses that need a written agreement outlining software and backend fee responsibilities

What You’ll Receive

You'll receive a 5-page customizable Software Fee Agreement Template in digital format.

The template contains customizable fields for company information, partner information, applicable fees, agreement dates, and signatures.

Important Information

This is a digital legal template. No physical product will be shipped.

This template is provided as a starting point and must be customized before use. The included agreement contains sample provisions, fee structures, payment requirements, bank product requirements, and Texas-specific governing-law language that may not be appropriate for every business or jurisdiction.

This product is provided for general informational and business-use purposes and does not constitute legal advice. Purchasers should have the agreement reviewed by a qualified attorney and customize it for their specific business model, contractual relationships, jurisdiction, and applicable laws before use.

Purchase provides a license for the purchaser to customize and use this template within their own business. The original template may not be resold, redistributed, shared, sublicensed, or provided to others for their independent use.

Due to the digital nature of this product and immediate access to the materials, all digital product sales are final and non-refundable. No refunds, returns, exchanges, or cancellations will be provided after purchase.