Direct deposit/debit reports
When you upload a CCH® return, SafeSend automatically recognizes direct deposit and debit reports and creates payment vouchers from them.
These automated vouchers appear in the left panel of the Vouchers section, labeled with the taxing authority's name and
SSR Automated Vouchers
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- This feature is only supported for returns generated by CCH Axcess™ and ProSystem fx®.
- Before uploading, suppress any direct deposit/debit report vouchers from printing in the return. If you don't, duplicate vouchers will appear.
- The voucher amount is automatically populated from the debit report.
- The date will be generated based on theDefault Voucher Due Dateapplied in the settings.
- Selecting the authority name for an automated voucher opens theVoucher Detailspanel where users can make adjustments to the following:
- Authority
- Payment Type
- Select Due Date From
- Due Date
- Voucher Amount
- Form Name
- Watermark
