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This article applies to:

  • Product: safesend
  • Subject: Payments
  • Audiences: Staff

Process vouchers

Review, edit, and delete recognized payment vouchers, manage $0 vouchers, add new vouchers manually, and configure voucher details such as authority, payment type, due date, and watermark before continuing to the Invoices section.
The
Vouchers
 section displays all pages in the return that were recognized as payment or estimated vouchers.
You can edit or delete these initial payment vouchers, and you can manually add new payment vouchers.

Vouchers

The
Vouchers
 section shows all payment vouchers in the return. Each line item represents a payment or estimated payment voucher for a particular taxing authority. Selecting a line item shows a Voucher Details section and displays the voucher.
note
SafeSend creates some vouchers automatically. Vouchers created from transmittal letters require action.
  1. Select
    Remove all $0 vouchers
     to delete all $0 vouchers from the return.
  2. Select
    Add Multiple Vouchers
     to add vouchers to the return.
  3. Select the
    Taxing Authority
     in the left panel to show the voucher PDF and open the editing panel for that voucher in the right panel.
  4. View or edit
    Voucher Details
    .

Editing options

  1. Select the
    Taxing Authority
     in the left panel to open the editing options for that voucher.
  2. Select the
    Authority
     dropdown to change the taxing authority for the voucher.
  3. Select the
    Payment Type
     dropdown to change the payment type for that voucher.
  4. Select the
    Select Due Date From
     dropdown to choose how the due date is determined.
    • Default Due Date:
       This is the default due date that overrides dates in the return.
    • Voucher Form:
       This reads the voucher due date from the form if it can be recognized. If it can't be located, the default due date is used.
  5. Select the
    Due Date
     field to edit the voucher due date.
  6. Use the
    Voucher Amount
     field to edit the amount due.
  7. Use the
    Form Name
     field to edit the voucher form name.
  8. Select the
    Watermark
     dropdown to designate the payment method for the voucher.
    • Select Watermark
      : Taxpayers have the option to pay online or download the voucher to pay by check or money order.
    • DO NOT PAY: Scheduled for automatic withdrawal
      : Taxpayers don't have a payment option.
    • Online Payment Required
      : Taxpayers do have the option to pay online but don't have a manual payment option.
    • Add Custom
      : Taxpayers don't have a payment option. The processor can add custom instructions or notes to the voucher.
  9. Select
    Update
     to save any changes made.
Once you've completed reviewing the
Vouchers
 section, select
Next
 or go to the
Invoices
 section.

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