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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:

Sign in to TaxCaddy.

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 Tax Payments

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

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

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

To view the printed tax payment voucher summary, select Documents
, then select Uploaded Documents
.

Select Documents, then select Uploaded Documents

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

This article applies to:

Product: SurePrep
Sub-Product: TaxCaddy

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Article, 9 min read

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