Edit a 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
.

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.

On the document tile, select the Menu icon, then select
Edit
.

A tax payment voucher can't be edited or deleted after it has been paid through TaxCaddy or manually marked as paid.

When the
Edit Tax Payment for Tax Year ....
window appears, edit the tax payment voucher.

Edit the form according to the following criteria:
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.
Voucher Type	Select if this is a standard, estimated, or extension tax payment voucher.
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.
Due Date	Select the tax payment due date. Dates outside the applicable date range can't be selected. Learn more about due date restrictions.
Payment Method	Select from the following payment methods: Standard Payment : It indicates to the client(taxpayer) they can make their payment using their preferred method. This includes, if applicable, 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 client that this payment should be paid online, and not be mailed in. Scheduled Automatic Withdrawal : It indicates to the client 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 state the taxpayer resides in.
The attached voucher is valid for official processing with the taxing authority (checkbox)	This 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 tax payment processing. If applicable, this option also lets the taxpayer pay by check through TaxCaddy.
Select
Save Tax Payment
to update your client's tax payment voucher to the new values.

Due Date

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 tax year restrictions. Restricted dates may vary based on the selected

Voucher Type

.