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Everything You Need To Know About Surcharging

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Before starting this self study program, please go through the instructional document.


  • The History of Credit Cards & Surcharging
    3 mins
  • Surcharge Fee vs Convenience Fee?
    12 mins
  • The Legal status of surcharging in the U.S.
    24 mins
  • Implementing surcharging in your firm
    33 mins
  • Assess the impact
    38 mins

Course Description

Also known as ‘Check-out fees’, ‘merchant service fees, and credit card fees, etc., the surcharge is an extra fee charged by the merchant when receiving the payment through a credit card. These charges are for interchange fees, cash advance fees, annual fees, enhancement income, interest income, etc. Credit card companies make $163bn from this income in 2016. 

Though the practice of surcharging is frequently discussed, it is rarely completely understood. In this Online CPE Webinar, Erika Segal, Associate Brand Manager with CPACharge will walk you through the history of surcharging, the current laws relating to surcharging in the United States, and discuss how you can implement complaint surcharging in your practice. 

Irrespective of whether you're part of a large firm or you're a sole practitioner, you don't want to miss the opportunity to learn about this intricate topic that can benefit you.

Major topics covered in this Online CPE webinar on Finance:

  • History of credit card industry and surcharging.
  • Current status of surcharging laws in the U.S.
  • Pros and Cons of surcharging.
  • How you can implement surcharging in your firm.
  • Is surcharging right for you and your clients?

Learning Objectives

  • To analyze the history of the credit card processing industry.
  • To discuss the history of surcharging.
  • To discuss the current status of surcharging in the U.S.
  • To recognize how you can implement surcharging in your firm in a compliant fashion.
  • To make a judgment if surcharging is right for you and your clients.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Senior Accountant
  • Staff of Accounting Firm
  • Young CPA