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This article applies to:

  • Product: SurePrep
  • Sub-Product: TaxCaddy

Delete a tax payment voucher

Follow these steps to delete your client's tax payment voucher.
  1. 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 a client profile from Overview
  2. Select
    Tax Payments
    .
    Select Tax Payments
  3. Select the
    TAX YEAR
     and
    TAX RETURN
     where the tax payment voucher is located.
    Select a tax year and tax return
    If you are having trouble finding a specific tax payment, you can use the search bar to help you locate it.
    Search for a a tax payment
  4. On the document tile, select the
    Menu
     Menu icon icon, then select
    Delete
    .
    Select the Menu icon then Delete
    A tax payment voucher can't be edited or deleted after it has been paid by the taxpayer (via Tax payment processing by mail) or marked as paid by you or the taxpayer. The tax payment status will show
    Paid
     or
    Payment Sent
    .
    Mark As Paid, Edit, and Delete not available for a paid payment
  5. When the
    Confirm Delete
     window appears, select
    Yes
     to confirm that you want to delete the tax payment voucher. To close the
    Confirm Delete
     window without deleting the tax payment voucher, select
    No
    .
    Select Yes

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