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Tax payments

Download a tax payment voucher

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The tax payment voucher can be downloaded from
Tax Payments
.
TaxCaddy.com on PC, Mac, or tablet
Follow these steps to download your tax payment voucher when using TaxCaddy.com on your PC, Mac, or tablet.
  1. Sign in to TaxCaddy.com
  2. Select
    Pay - Tax Payment(s)
     to view all tax payments that your tax professional has uploaded to your account.
    Select Pay - Tax Payments
  3. Your current tax year's tax payments will appear beside your
    Task List
     in the
    Tax Payments
     panel.
    note
    If you're looking for a specific tax payment, select the
    Tax Payments
     tab to view tax payments belonging to other tax years.
    Tax payments listed in the Task List
  4. By default, your
    UNPAID
     tax payments will be displayed first. Select
    Paid
     to view tax payments that you've already paid or marked as paid.
    Select the Unpaid/Paid toggle
  5. Your tax payments will be sorted by due date. You will also see the tax return type, the
    DUE DATE
    ,
    PAYMENT NAME/TYPE
    ,
    AMOUNT
    , and
    PAYMENT OPTIONS
     for each tax payment.
    Tax payment details
  6. Locate the tax payment voucher that you'd like to download, select
    Menu
    , then
    Download
    .
    Select Download
  7. Alternatively, you can also download the document from the Document Viewer panel. When you have the file open for viewing, select
    DOWNLOAD
     to download your file.
    Select DOWNLOAD
iOS mobile app
Follow these steps to download your tax payment voucher on your iOS mobile phone app.
  1. Sign in to the TaxCaddy mobile app.
  2. The
    Overview
     screen will list the tax payment vouchers that your tax professional has uploaded to your account. Select
    Pay - Tax Payment(s)
     to open your tax payments.
    Select Pay - Tax Payments
    If your tax professional has enabled 1041 tax return profiles on your account, select the
    SELECT TAX RETURNS
     drop-down menu to view your available tax return profiles.
    Select SELECT TAX RETURN
    Alternatively, you can select
    More
     on the navigation tab, then select
    Tax Payment
    .
    Select Menu then Tax Payment
  3. The
    All
     tax year option will be selected by default, displaying payments spanning all tax years.
    Tax Payments listed in the Tax Payments screen
    If you'd like to see tax payments belonging to a specific tax year, select it from the
    Tax year
     menu.
    Select the tax year selector
  4. By default, your
    Unpaid
     tax payments will be displayed first. Select
    Paid
     to view tax payments that you've already paid or marked as paid. Tax payment vouchers that have already been paid should be marked as paid.
    Select the Unpaid/Paid toggle
  5. Select the
    Menu
     corresponding to the tax payment voucher you want to download, then select
    Share
     on the action sheet.
    Select Share from the tax payment menu
  6. Select the app with which you want to share the tax return.
    Select Save to Files
Android mobile app
Follow these steps to download your tax payment voucher on your Android mobile phone app.
  1. Sign in to the TaxCaddy mobile app.
  2. The
    Overview
     screen will list the tax payment vouchers that your tax professional has uploaded to your account. Select
    Pay - Tax Payment(s)
     to open your tax payments.
    Select Pay - Tax Payments
    If your tax professional has enabled 1041 tax return profiles on your account, select the
    SELECT TAX RETURNS
     drop-down menu to view your available tax return profiles.
    Select SELECT TAX RETURN
  3. Alternatively, you can select
    Menu
    .
    Select the Android Menu icon
    Select
    Tax Payments
    .
    Select Tax Payments
  4. The
    All
     tax year option will be selected by default, displaying payments spanning all tax years.
    Tax payments listed in the Tax Payments screen
    If you'd like to see tax payments belonging to a specific tax year, select it from the
    Tax year
     menu.
    Select the tax year selector
  5. By default, your
    UNPAID
     tax payments will be displayed first. Select
    PAID
     to view tax payments that you've already paid or marked as paid. Tax payment vouchers that have already been paid should be marked as paid.
    Select the UNPAID/PAID toggle
  6. Select the
    Menu
     corresponding to the tax payment voucher you want to download.
    Select the tax payment menu
  7. Select
    Share
    .
    Select Share from the tax payment menu
  8. Select the app with which you want to share the tax payment voucher.
    Select the app with which you would like to share the voucher

This article applies to:

  • PRODUCT: TaxCaddy

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