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Invoices

Pay invoices

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Your tax professional can charge you for their services by creating invoices. These invoices can be viewed, paid, and downloaded.
TaxCaddy.com on PC, Mac, or tablet
Follow these steps to make a payment on your invoice when using TaxCaddy.com on your PC, Mac, or tablet.
  1. Sign in to TaxCaddy.com
  2. Invoices
     uploaded to your account will be listed in the
    Task List
     found in the
    Overview
     screen under
    TAX RETURNS & PAYMENTS
    .
    note
    Your progress in fulfilling your invoices will be denoted with the
    Progress
     icon. Once you've fulfilled all of your invoices, you will see the
    Completed
     icon.
    Invoices listed on the Task List
    If your tax professional has enabled 1041 tax return profiles on your account for trust/estate, select
    SWITCH TAX RETURN
     to select the correct tax return profile.
    Select SWITCH TAX RETURN
  3. Select a tile to view the invoice.
    Select an invoice from the Task List
  4. The selected invoice will appear in the
    Overview
     screen's document viewer.
    note
    You can message your tax professional regarding this invoice using the
    Message
    icon.
    Invoice document viewed in the Task List
  5. Once you have verified the invoice amount in the
    Overview
     screen's document viewer window, select
    PAY NOW
     to make a payment.
    Select PAY NOW
  6. The invoice details (
    AMOUNT DUE
    ,
    DUE DATE
    ,
    INVOICE NAME
    , and
    DATE ISSUED
    ) will appear at the top.
    Invoice payment details
  7. Once you've reviewed the details, select your preferred method of payment under
    Select Payment Method
    . If your tax professional accepts
    Credit Card
     and
    Bank Account
     as a method of payment then you will see both options available.
    Select a payment method
    If your tax professional accepts credit card only, then only
    Credit Card
     will be listed under
    Select Payment Method
    .
    Select credit card
    Similarly, if your tax professional accepts bank account only, then only
    Bank Account
     will be listed under
    Select Payment Method
    .
    Select Bank Account
  8. Once you have made the payment, wait for the payment process to complete.
    Payment processing screen
  9. A stamp is placed on the invoice when you pay an invoice or the invoice has been marked as paid by your tax professional.
    Stamp on invoice with payment information
iOS mobile app
Follow these steps to pay invoices on your iOS mobile phone app.
  1. Log in to the TaxCaddy mobile app.
  2. Select
    More
     on the navigation tab bar, then select
    Invoice
    .
    Select More then Invoice
  3. Select the Tax Year on the top left.
    note
    Invoices are only visible under the tax year they were created in by your Tax Professional. Your Tax Professional can place invoices due from a different tax year in a selected tax year. For example, your Tax Professional can make an invoice due the previous year under the current year.
    Select a tax year for your invoices
    Select the tax year by sliding the tax year up or down. After selecting the tax year, Select
    SELECT
    .
  4. The list of invoices created by your Tax Professional will appear for the selected tax year.
    User's invoices listed on the Invoices screen
    Invoices can appear inside three sections:
    • Due
      : Invoices that need to be paid.
    • Paid
      : Invoices that have been paid.
    • Refunded
      : Paid invoices that have been refunded by your tax professional.
    • In Process
      : Invoice that has been paid and is still in processing.
    note
    You can only pay invoices under the
    Invoice Due
     section.
  5. Under the
    Due
     section, select on an
    Invoice
    .
    Select an invoice
  6. When the Invoice opens in the PDF Viewer screen, review the invoice, then select
    PAY INVOICE
    .
    Select PAY INVOICE
    Alternatively, you can select the
    Menu
     icon on the invoice you want to pay.
    Select the invoice menu
    When the window appears, select
    Pay Now
    .
    Select Pay Now
  7. When the
    Invoice Payment
     screen appears, you can review the invoice details on top (that is, Amount Due, Due Date, Invoice Name, and Date Issued).
    Invoice payment details
  8. You can select your preferred method of payment under
    Select Payment Method
    . If your Tax Professional accepts Credit Card and Bank Account as a method of payment, then you will see both options available.
    Select a payment method
    If your tax professional accepts Credit Card only, then you can only pay with a Credit Card. Similarly, if your Tax Professional accepts Bank Account only, then you will only see Bank Account as a method of payment.
  9. You will see a confirmation screen once the payment has been submitted successfully. Select
    Done to
     close the
    Payment Due
     screen. Your payment status will change to
    In Processing
     and you will receive a confirmation email within 5 business days.
    Bank account confirmation:
    Charge submitted screen
    Credit Card confirmation:
    Credit Card Payment screen
  10. A stamp is placed on the invoice once you make a payment on an invoice or the invoice has been marked as paid by your Tax Professional.
    Stamp of payment information
Android mobile app
Follow these steps to pay invoices on your Android mobile phone app.
  1. Log in to the TaxCaddy mobile app.
  2. Invoices that your tax professional has uploaded to your account will appear on the
    Overview
     screen. Select an invoice to view it.
    Invoices listed in the Task List
  3. Alternatively, you can select the
    Menu
     icon.
    Select the Android Menu icon
    Then select
    Invoices
    to be directed to a comprehensive list of invoices uploaded to your account.
    Select Invoices
  4. Select the
    Tax Year
     icon to select the tax year.
    note
    Invoices are only visible under the tax year they were created in by your Tax Professional. Your Tax Professional can place invoices due from a different tax year in a selected tax year. For example, your Tax Professional can make an invoice due the previous year under the current year.
    Select the Tax Year Selector icon
  5. The list of invoices created by your tax professional will appear for the selected tax year. Invoices can appear in three sections:
    Invoices listed on the Invoices screen
    • Invoice Due
    • Paid Invoices
    • Refunded
    • In Process
    note
    You can only pay invoices under the
    Invoice Due
     section.
  6. Under the
    Invoices Due
     section, select on an
    Invoice
    .
    Select an invoice
  7. When the Invoice opens in the PDF Viewer screen, review the invoice, then select
    PAY INVOICE
    .
    Select PAY INVOICE
    Alternatively, you can select the
    Menu
     icon on the invoice you want to pay.
    Select the invoice menu
    When the window appears, select
    Pay Now
    .
    Select Pay Now
  8. When the
    Invoice Payment
     screen appears, you can review the invoice details on top (that is,
    Amount Due
    ,
    Due Date
    ,
    Invoice Name
    , and
    Date Issued
    ).
    Invoice payment details
  9. You can select your preferred method of payment under
    Select Payment Method
    . If your Tax Professional accepts Credit Card and Bank Account as a method of payment then you will see both options available.
    Select a payment method
    If your tax professional accepts Credit Card only, then you can only pay with a Credit Card. Similarly, if your tax professional accepts Bank Account only, then you will only see Bank Account as a method of payment.
  10. A stamp is placed on the invoice once you make a payment on an invoice or the invoice has been marked as paid by your tax professional.
    Stamp with invoice payment information

This article applies to:

  • PRODUCT: TaxCaddy

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