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Invoices

View 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
  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 your
    Invoices
    , you will see the
    Completed
     icon.
    Invoices listed on the Task List
  3. Depending on each invoice's payment status, you may notice different icons appearing on each invoice title.
    Icon
    Description
    Paid icon
    (
    Paid
    )
    This icon appears next to the listed invoice when it has already been paid.
    Overdue icon
    (
    Overdue
    )
    This icon appears next to a listed invoice when its due date has passed and it hasn’t yet been paid or marked as paid.
    Upcoming icon
    (
    Upcoming
    )
    This icon appears next to a listed invoice when its due date is coming up soon. This icon first appears two weeks from the due date.
    No icon
    An invoice without an icon means that you have two weeks or more to pay this invoice or mark it as paid. Select the invoice to view the specific due date.
  4. Select a tile to view the invoice.
    Select an invoice from the Task List
  5. 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
  6. You can select
    VIEW ALL INVOICES
     to view a complete list of invoices your tax professional uploaded to your account.
    Select VIEW ALL INVOICES
    Alternatively, you can select the
    Invoices
     tab to be directed to a comprehensive list of invoices uploaded to your account.
    Select Invoices from the navigation bar
  7. Select the
    Tax Year
    .
    Select a tax year to view invoices for
    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 under the selected tax year. For example, your Tax Professional can make an invoice due the previous year under the current year.
  8. The list of invoices created by your tax professional will appear.
    Invoices listed in the Invoices screen
tip
You can also use the search bar on top to search for an invoice.
iOS mobile app
Follow these steps to view your tax payment voucher 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, when the panel appears, then 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 a tax year for your invoices
  4. The list of invoices created by your tax professional will appear for the selected tax year. Invoices can appear in three sections:
    User's invoices listed on the Invoices screen
    • Invoice Due
    • Paid Invoices
    • Refunded
    • In Process
    note
    You can only pay invoices under the
    Invoice Due
     section.
  5. Select an
    Invoice
     to view it in the PDF Viewer.
    Select an invoice
  6. If the document opens the
    Payment Summary
     screen, select
    View Invoice
    .
    Select View Invoice
    You will see the Invoice opens in the PDF Viewer screen.
    Invoice document
  7. Alternatively, you can select the
    Menu
     icon on the invoice you want to pay.
    Select the invoice menu
    When the window appears, select
    View Invoice
    .
    Select View Invoice
  8. You can also search for invoices from the
    Overview
    ,
    Documents
    ,
    Messages
    ,
    Tax Returns
    , and
    Invoices
     screen.
    Select the Search icon
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. On the Invoices screen, Select the
    Tax Year
     icon to select the applicable 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
    Swipe up or down to select the tax year then Select
    SELECT
    .
  5. The list of invoices created by your tax professional will appear for the selected tax year.
    Invoices listed on the Invoices screen
    Invoices can appear inside three sections:
    • Invoice Due
    • Paid Invoices
    • Refunded
    • In Process
    note
    You can only pay invoices under the
    Invoice Due
     section.
  6. Select an
    Invoice
     to view it in the PDF Viewer.
    Select an invoice
  7. If the document opens the
    Payment Summary
     screen, select
    VIEW INVOICE
    .
    Select VIEW INVOICE
  8. The invoice will open in the PDF Viewer screen.
    Invoice document in the document viewer
  9. Alternatively, you can Select the
    Menu
     icon on the invoice you want to pay.
    Select the invoice menu
    When the window appears, select
    View Invoice
    .
    Select View Invoice
  10. You can also search for invoices from the
    Overview
    ,
    Documents
    ,
    Messages
    ,
    Tax Returns
    , and
    Invoices
     screen.
    Select the Search icon

This article applies to:

  • PRODUCT: TaxCaddy

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