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Mark paid on a tax payment voucher

Follow these steps to mark your client's tax payment voucher as paid.

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.

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.

Alternatively, you can also select the tax payment voucher to open the document viewer. Then select MARK AS PAID
.

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.