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Upload a tax payment

Mark paid on a tax payment voucher

Follow these steps to mark your client's tax payment voucher as paid.
  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.
  4. On the document tile, select the
    Menu
     icon, then select
    Mark As Paid
     to mark an
    Unpaid
     or
    Past Due
     tax payment voucher as
    Paid
    .
    Once a tax payment voucher has been marked as paid, it can no longer be edited, deleted, or marked as unpaid.
  5. Alternatively, you can also select the tax payment voucher to open the document viewer. Then select
    MARK AS PAID
    .
  6. When the window appears, fill out the form, then select
    MARK AS PAID
     to mark the document as paid.
    note
    A voucher number (Voucher 1) next to the
    Due Date
     indicates the tax payment voucher as an Estimated Tax.

This article applies to:

  • PRODUCT: SurePrep
  • Sub-Product: TaxCaddy

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