Download a tax payment voucher
Follow these steps to download your client's tax payment voucher.
- On theOverviewscreen, select a client tile to view the client profile. You can also search for a client and select the client tile from the result.
- SelectTax Payments.
- Select theTAX YEARandTAX RETURNwhere 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.
- Select whether you want to viewPAIDorUNPAIDtax payments.
- On the document tile, select theMenu
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 beenMarked as Paidby you or your client. Refer to the article onMarked as Paid.
- You can also download the document from theDocument Viewerpanel. When you have the file open for viewing, selectDOWNLOAD.
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Upload a tax payment
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