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Pay invoices

Pay invoices, Bank account

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To make an invoice payment with a bank account, you must add and verify the account. There are two methods of adding a bank account:
Instant Verification
 or
Manual Verification
.
TaxCaddy.com on PC, Mac, or tablet
Follow these steps to make a payment on your invoice with a bank account when using TaxCaddy.com on your PC, Mac, or tablet.
Follow these steps to add a bank account:
  1. Once you have verified the invoice amount in the
    Overview
     screen's document viewer window, select
    PAY NOW
     to make a payment.
  2. After reviewing the invoice details, select
    Bank Account
     under
    Select Payment Method
    .
    Select Bank Account
    note
    If your tax professional doesn’t accept bank account payments for invoices it won’t be listed as an option.
  3. On the
    Bank Account Payment
     section, select
    ADD NEW
     to add a bank account.
    Select ADD NEW
  4. To make a payment, you must verify your bank account. You can select between
    Instant Verification
     or
    Manual Verification
    .
    • Instant Verification
       - Requires you to sign in to your bank account to verify your bank account.
    • Manual Verification
       - Requires you to add your
      Routing Number
      ,
      Account Number
      ,
      Account Owner's Name
      , and
      Account Type
      . Once the bank account has been added, you will receive micro-deposits in two business days. Enter the amounts to complete your account verification.
    Add Bank Account screen
  5. You will see your bank account appear as an option after you add and verify one. Select the bank account, then select
    PAY INVOICE
    .
    Select PAY INVOICE
    note
    If a bank account is ineligible for fulfilling invoices, it will be indicated as such. You can re-verify these accounts before proceeding with payment.
    If you've already verified a bank account in your TaxCaddy account, select this account, then select
    PAY INVOICE
     to proceed.
  6. You will be asked to authorize this payment if this is your first time making a payment from this bank account. Select the
    I authorize TaxCaddy to...
     checkbox, then select
    Authorize Payment
    .
    Select the authorization checkbox
  7. Once the fulfillment initiates, wait for the
    Payment Processing
     to complete.
    Credit card payment processing
  8. You will see
    Charge Submitted
     once the payment has been submitted successfully. You can select
    NEXT TASK
    to be automatically sent to the next pending invoice in your account.
    Notification that the credit card payment was submitted
    Your payment status will change to
    In Processing
     and you will receive a confirmation email within 5 business days.
  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. On the
    Invoices
     screen, select the
    Menu
     icon, then select
    Pay Now
    .
    Select Pay Now
    Alternatively, you can select to view the invoice, then select
    PAY INVOICE
    .
    Select PAY INVOICE
  2. You will see the
    ADD BANK ACCOUNT
     button if your Tax Professional accepts Bank Account as a method of payment.
    If this is your first time using a bank account, select
    ADD BANK ACCOUNT
     to add a new bank account.
    You can also select a verified bank account if you have already added one previously.
    Select ADD BANK ACCOUNT
  3. To make a payment, you must verify your bank account. You can select between
    Instant Verification
     or
    Manual Verification
    .
    • Instant Verification
       - Requires you to sign in to your bank account to verify your bank account.
    • Manual Verification
       - Requires you to add your
      Routing Number
      ,
      Account Number
      ,
      Account Owner's Name
      , and
      Account Type
      . Once the bank account has been added, you will receive micro-deposits in two business days. Enter the amounts to complete your account verification.
    Add Bank Account screen
    If you or your tax professional have previously provided your bank account information to TaxCaddy, we will automatically populate your records with the information we have on file. Take a moment to review the information and make any corrections you see fit before continuing.
    Notification of prepopulated fields
  4. After you add and verify your bank account, select the verified bank account to make a payment.
    Select a verified bank account
  5. If you see a checkbox to authorize payment from your bank account, select the checkbox, then select
    PAY INVOICE
    .
    Select the authorization checkbox
  6. You will see
    Charge Submitted
     notification 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.
    Charge Submitted screen
  7. The invoice will show a confirmation stamp after you pay the invoice. You will also see the confirmation stamp if your tax professional marked the invoice as paid.
    Stamp of payment information
Android mobile app
Follow these steps to pay invoices on your Android mobile phone app:
  1. On the
    Invoices
     screen, select the
    Menu
     icon, then select
    Pay Now
    .
    Select Pay Now
    Alternatively, you can select to view the invoice, then select
    PAY INVOICE
    .
    Select PAY INVOICE
  2. You will see the
    Add Bank Account
     button if your tax professional accepts Bank Account as a method of payment.
    If this is your first time using a bank account, select
    Add Bank Account
     to add a new bank account.
    You can also select a verified bank account if you have already added one previously.
    Select ADD BANK ACCOUNT
  3. To make a payment, you must verify your bank account. You can select between
    Instant Verification
     or
    Manual Verification
    .
    • Instant Verification
       - Requires you to sign in to your bank account to verify your bank account.
    • Manual Verification
       - Requires you to add your
      Routing Number
      ,
      Account Number
      ,
      Account Owner's Name
      , and
      Account Type
      . Once the bank account has been added, you will receive micro-deposits in two business days. Enter the amounts to complete your account verification.
    Enter your bank account information
    If you or your tax professional have previously provided your bank account information to TaxCaddy, we will automatically populate your records with the information we have on file. Take a moment to review the information and make any corrections you see fit before continuing.
    Notification of prepopulated fields
  4. After you add and verify your bank account, select the verified bank account to make a payment.
    Select a verified bank account
  5. If you see a checkbox to authorize payment from your bank account, select the checkbox, then select
    PAY INVOICE
    .
    Select the authorization checkbox
  6. 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.
    Charge submitted screen. Select DONE to exit
  7. The invoice will show a confirmation stamp after you pay the invoice. You will also see the confirmation stamp if your tax professional marked the invoice as paid.
    Stamp with invoice payment information

This article applies to:

  • PRODUCT: TaxCaddy

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