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This article applies to:

  • Product: SurePrep
  • Sub-Product: TaxCaddy

File summary for tax payment vouchers

File to Tax Document
 feature lets you print a current copy of your client's tax payment vouchers to the Uploaded Documents tab. If needed, you can add a copy of the printed file to the client's binder.
The printed copy is a snapshot of the client's tax payments at the time it was printed. File (that is, print) a new copy of tax payment vouchers again if a tax payment voucher has been added or marked as paid.
Follow these steps to file the summary for tax payment vouchers:
  1. Sign in to TaxCaddy.
  2. 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
  3. Select
    Tax Payments
    .
    Select Tax Payments
  4. Select the tax year. The
    ALL
     option will be selected by default, however, you must specify a tax year to use the
    FILE TO TAX DOCUMENTS
     feature.
    Select a tax year
    You will see a toast notification appear in the bottom left of your screen if you try to file without selecting a tax year.
    Warning notification that you can only print a summary for a specific year
  5. Select
    FILE TO TAX DOCUMENTS
    .
    note
    The summary of tax payment vouchers will be archived in its current state, to file any new tax payment vouchers, select
    FILE TO TAX DOCUMENTS
    .
    Select FILE TO TAX DOCUMENTS
  6. When the confirmation window appears, select
    CONTINUE
     to file the summary of tax payment vouchers summary to tax documents.
    Select CONTINUE
    The success message appears once the tax documents have been filed.
    Notification that the payment was paid successfully
  7. To view the printed tax payment voucher summary, select
    Documents
    , then select
    Uploaded Documents
    .
    Select Documents, then select Uploaded Documents
  8. Under
    Tax Payments
    , select the document on the document tile to view the tax payment voucher summary.
    Select a tax payment tile
    The Document Viewer panel will display the tax payment voucher summary.
    Tax payment document in the Document Viewer Panel
    Each filed tax payment voucher summary includes:
    • Voucher Name
    • Payment To
    • Due Date
    • Amount Due
    • Date Paid
    • Amount Paid
    • Voucher Number
The tax payments uploaded to a binder appear under the
Payments & Extensions
 folder in the
INDEX TREE
 tab.
Tax payment document in SPbinder

Rename tax payment voucher summary

You can also select the
Edit
Edit icon icon to rename the tax payment voucher summary on the document tile.
Select the Edit icon
When the
Edit Document Name
 window appears, enter the
DOCUMENT NAME
, then select
SAVE
.
Select SAVE

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