To set your organization's pricing - navigate to Report Fees & ACH.
Best practice pricing tips: to achieve your desired margin - set your pricing to account for a processing recording fee of 3.9% and sales tax (if applicable).
The processing recording fee of 3.9% is calculated on the customer-facing price.
Sales tax (if applicable) is calculated on the BOI platform filing fee only, using the sales tax rate associated with your organization's zip code.
SnapBOI compensates your organization with a direct deposit to your designated bank account by the 10th day of each month - and will include filed reports dated through the last day of the prior month.
Preparers may acquire credits or remit payments for reports - and will be assessed the platform fee only.
When a filer pays for a report - the payment gateway will reflect your organization's published price.
Refer to your organization's service agreement for more details.
Related articles: How do I obtain a copy of our partner service agreement? Please send me a copy of our SnapBOI service agreement.