Tax payments - process by mail

Shipping discount

Tax payment processing settings

Sign in to TaxCaddy.
Go to
Administrative
, then
ADMIN SETTINGS
.

Select the
Tax Payments
tab.

note
Firm System Administrators access the
Tax Payments
tab.
To enable
Tax Payment Processing by Check
, select
ON
.

Select the amount of shipping cost your firm will cover on behalf of your clients. Your client may select a different option at their own expense. Only the amount your firm will cover will be deducted from the client's selection.
Example 1
: If you selected to cover USPS First Class Mail, and your client selects USPS Certified Mail, then your firm will only cover the cost up to First Class mail. Your client will cover the remainder.
Example 2
: If you selected to cover USPS Certified Mail, then your firm will cover the cost for both options regardless of what the client selects. If your client selects USPS First Class Mail then you will only be charged for USPS First Class Mail.

Read the agreement then select the checkbox to acknowledge the agreement. By selecting the checkbox, you agree and authorize SurePrep to get a fee from your firm for each tax payment that is mailed using TaxCaddy based on the mailing option you selected.

Select
SAVE
.

Your firm's current mailing option will appear on the screen. By default, firms won’t cover any shipping costs. If you want to change the mailing cost covered by your firm, select
CHANGE
.

Once
Tax Payment Processing
is enabled, taxpayers will be able to use
Pay By Check
for supported tax payments.