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Usage guides

Make voucher payments

Turn on voucher reminders to remind taxpayers of their upcoming vouchers and let them pay online or download the voucher to pay by check or money order.
note
The taxpayer receives voucher reminders unless the return went to the spouse first and they haven’t completed signing.
Access Return
  1. Select
    Review & Pay
     in the voucher reminder email delivered by your tax firm.
    • You can also access your vouchers from any return email, including the initial email, or from the Client Portal.
  2. Select
    Get Started
    .
  3. Select
    Send Code
    to receive an access code.
  4. Enter the code that was sent to you via email or phone and select
    Confirm
    .
Make Tax Payments
  1. Select
    Make Tax Payments
     from the landing screen.
  2. Select the
    Payment Type
    .
Payments Dashboard
The taxpayer has the following options when accessing either of the payment screens:
  1. Select each due date to see all payments due for that quarter.
  2. Select
    Pay
     to open the payment options.
  3. Select
    Add Payment Details
     to enter the information for the payment that was made.
  4. Select the dropdown
    Email me reminder __ days before payment is due
     to customize the time frame for payment due reminders.
  5. Select
    Payment Voucher
     to download all payment vouchers.
  6. Select
    Filing Instructions
     to download all the filing instructions.
  7. Select
    Go To..
     to go to the other payment section.

This article applies to:

  • Product: safesend
  • Subject: Payments
  • Audiences: Client