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Upload a tax payment

Download a tax payment voucher

Follow these steps to download 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.
  2. Select
    Tax Payments
    .
  3. Select the
    TAX YEAR
     and
    TAX RETURN
     where the tax payment voucher is located.
    If you are having trouble finding a specific tax payment, you can use the search bar to help you locate it.
  4. Select whether you want to view
    PAID
     or
    UNPAID
     tax payments.
  5. On the document tile, select the
    Menu
     icon, then select
    Download
    .
    note
    • Downloads initiated from the document menu automatically include annotations placed on the document by you and/or your client.
    • On the document tile, the paid status on your tax payment voucher indicates that the voucher has been
      Marked as Paid
       by you or your client. Refer to the article on
      Marked as Paid
      .
  6. You can also download the document from the
    Document Viewer
     panel. When you have the file open for viewing, select
    DOWNLOAD
    .

This article applies to:

  • PRODUCT: SurePrep
  • Sub-Product: TaxCaddy

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