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Work with tax returns in TaxCaddy

Upload a tax payment

Uploading tax payment vouchers can help you and your clients' keep track of their tax payments by letting you and your clients monitor the due dates and paid or unpaid status.
Your firm can also enable tax payment processing by mail as an additional option for the client to make tax payments.
Tax payment processing by mail lets taxpayers pay their Federal and State tax payments from TaxCaddy. Once a taxpayer makes a tax payment, a paper check will be sent to the proper taxing authority on the taxpayer's behalf. However, if the tax payment was paid already, then you or your clients can mark the tax payment voucher(s) as paid.

Upload a tax payment voucher

Follow these steps to upload a new tax payment voucher:
On the
Overview
 screen, select a client tile to view the client profile. You can also search for a client and select the client tile from the result.
Select
Tax Payments
.
If you have enabled 1041 tax return profiles on this account, select the correct tax return profile from the
TAX RETURN
 menu.
Drag & Drop
 lets you drag your files inside that field. You can also upload the document when you select on the
Drag & Drop
 field.
If you selected the
Drag & Drop
 link, select a file to upload from your device.
On the
Add Tax Payment
 window, fill out the form:
Field
Description
Voucher Name
Enter an identifiable voucher name.
Payable To
Enter the name of the taxing authority (that is, IRS, Franchise Tax Board).
Payment Type
Select between Federal, State, City, or Other.
Amount Due
Enter the amount due to the taxing authority. The amount due value must be greater than $0.
Voucher Type
Select if this is a standard, estimated, or extension tax payment voucher.
note
If the provided
AMOUNT DUE
, exceeds the maximum limit allowed for the selected state, your client won’t be able to use TaxCaddy's
Pay By Check
 feature to fulfill this tax payment. In this case, you can recommend that your client make their payment directly to their tax authority.
Field
Description
State
This field is enabled when the
Payment Type
 field is a
State
. Select the state where the tax payment is due.
City
This field is enabled when the
Payment Type
 field is a
City
. Enter the city name where the tax payment is due.
If the
Payment Type
 is a
State
, then the
State
 input field will be enabled. Similarly, if the
Payment Type
 is a
City
, then the
City
 input field will be enabled.
Field
Description
Due Date
Select the tax payment due date.

Voucher type

Once uploaded, tax payment vouchers will be placed in the respective tax year based on the selected
Voucher Type
 and
Due Date
.
Tax Payment Voucher type
Uploaded to
Standard Payment Vouchers
Due Date Year - 1 year
Estimated Payment Vouchers, due February 1-December 31
Same Year as the Due Date
Estimated Payment Vouchers, due January 1-January 31
Due Date Year - 1 year
Extension Payment Vouchers
Due Date Year - 1 year
note
Due dates associated with tax years that don’t exist can't be selected.

Payment method and resident state

Field
Description
Payment Method
Select from the following payment methods:
Standard Payment
: It indicates to the taxpayer that they can make their payment using their preferred method. This includes the ability to pay by check through TaxCaddy. If the taxpayer made the payment without using TaxCaddy, then you or the taxpayer can mark the tax payment as paid.
Online Payment Required
: It indicates to the taxpayer that this payment should be paid online, and not be mailed in.
Scheduled Automatic Withdrawal
: It indicates to the taxpayer that this payment has already been scheduled for automatic withdrawal or payment, and that they should mark it as paid once they’ve verified the payment has been processed.
Resident State
Select the taxpayer's home state.
The attached voucher is valid for official processing with the taxing authority
 checkbox appears if you selected
Standard Payment
 as a payment method. Select the checkbox to acknowledge that the uploaded tax payment form is valid for mailing to the taxing authority. If applicable, this option also lets the taxpayer pay by check through TaxCaddy.
note
If a
Standard Payment
 is sent to your client without selecting this checkbox, they won’t be able to pay this tax payment until the checkbox is selected.
Select
SAVE TAX PAYMENT
 to save the tax payment voucher.
After the tax payment voucher is saved, TaxCaddy will switch the Client Profile to the tax year based on the tax payment voucher's due date. The tax payment voucher will appear in your
Tax Payments
 section as well as the client's
Tax Payments
 section.
If there exist one or more tax payments for 1 due date, the
TOTAL DUE
 label will display the total amount due from your client.

Due date restrictions

When selecting a tax payment due date, you will see the
Not Allowed
 icon if the date can't be selected due to voucher type and available tax year restrictions. Restricted dates will vary based on the selected
Voucher Type
.
Eligible Due Dates
:
Payment Voucher
 and
Extension Payment
.
You can select between the following dates if you selected the
Voucher Type
 field as
Payment Voucher
 or
Extension Payment
.
From
To
Earliest available tax year + 1 year.
Most recent available tax year + 1 year.
Example
:
If the earliest available tax year is 2017, then 2018 (January 1) is the earliest date you can select.
If the most recent available tax year is 2020, then 2021 (December 31) is the last available date.
Eligible Due Dates
:
Estimated Payment
You can select between the following dates if you selected the
Voucher Type
 field as
Estimated Payment
.
From
To
Starting March 1 of the earliest available tax year.
Ending February 29 of the most recent available tax year + 1 year.
Example
:
If the earliest available tax year is 2017, then February 1, 2017 is the earliest date you can select.
If the most recent available tax year is 2020, then January 31, 2021 will be the last available date.
note
The earliest available tax year may vary based on when the client signed up to TaxCaddy. Access to previous tax years may also be limited based on your firm settings.

Pay by check requirements

Option to pay by check is only available to the taxpayer under the following conditions:
Firm settings
Tax payment processing by mail must be enabled.
Payment Method
 (field)
Standard
Payment Type
 (field)
Federal
 or
State
Resident State
 (field)
Required
The attached voucher is valid for official processing with the taxing authority
checkbox.
Required. The checkbox appears after you select the
Payment Method
 field as
Standard
.
note
The ability to pay by check is not available for 1041-N and 1041-QFT.

This article applies to:

  • PRODUCT: SurePrep
  • Sub-Product: TaxCaddy

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