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View a tax payment voucher

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When your tax professional prepares a tax payment voucher, they’ll upload it to the
Tax Payments
 section of your TaxCaddy account to help you keep track of any payments due. Additionally, you can also use TaxCaddy to pay your
State
 and
City
 tax payments by check.
note
Federal tax payments need to be fulfilled digitally, not using
Pay By Check
.
TaxCaddy.com on PC, Mac, or tablet
Follow these steps to view 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 tax payment vouchers that your tax professional has uploaded to your account.
    Select Pay - Tax Payments
    A list the current year's tax payments will appear beside your
    Task List
     in the
    Tax Payments
     panel.
    note
    If you don't see a specific tax payment, select the
    Tax Payments
     tab to view tax payments from other tax years.
    Tax payments listed in the Task List
  3. Your unpaid tax payments will be shown by default. You can select
    Paid
     to view tax payments that you've already paid or marked as paid.
    Select the Unpaid/Paid toggle
  4. 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
     information for each tax payment.
    Tax payment details
    note
    If
    Do Not Pay
     is listed as the
    PAYMENT TYPE
    for a tax payment and
    PAY
     not available, then your tax professional will need to set up this payment to be payable by check and clear the tax payment for official use with the taxing authority. Contact your tax professional to address this.
    Do Not Pay on a tax payment
  5. Select a tax payment voucher to view the document attached.
    Select a tax payment from the Task List
    You can also open the tax payment voucher from the document's tile menu. Select the
    menu
    , then select
    View
    .
    Select payment menu then View
  6. The tax payment voucher that you selected will appear in the
    Overview
     screen's Document Viewer.
    Tax payment voucher in the Task List document viewer
    Alternatively, you can select the
    Tax Payments
     tab or the
    View Upcoming Tax Payments Due
     tile to view your tax payments.
    Select Tax Payments from the navigation bar
Tax Payment Status
When viewing your tax payments from the
Tax Payments
 tab (not in the
Overview
 screen), the
Status
 column grants you and your tax professional the ability to track your tax payment's status.
Tax payment status column
Status
Description
Unpaid
The tax payment hasn’t been fulfilled (Marked as Paid/Pay by Check).
Past Due
The tax payment hasn’t been paid and is now passed the due date.
If you already made the tax payment, then select the tax payment voucher as paid.
Paid
The tax payment voucher has been marked as paid by you or your tax professional. You can inform your tax professional that you made the tax payment by marking the tax payment as paid.
Payment Sent
The tax payment check has been mailed to the taxing authority using
Pay by Check
.
iOS mobile app
Follow these steps to view your tax payment voucher on your iOS mobile phone app.
  1. Sign in to the TaxCaddy mobile app.
  2. Tax payment vouchers that have been uploaded to your account will appear on the
    Overview
     screen. Select
    Pay - Tax Payment(s)
     to open your tax payments.
    Select Pay - Tax Payments
    You can select the
    SELECT TAX RETURNS
     dropdown if your tax professional has enabled 1041 tax return profiles on your account
    Select SELECT TAX RETURN
    Alternatively, you can select
    More
    , then select
    Tax Payment
    .
    Select Menu then Tax Payment
  3. You will see tax payments grouped by due date.
    Tax Payments listed in the Tax Payments screen
    The
    All
     tax year option will be selected by default. If you'd like to see tax payments belonging to a specific tax year, select it from
    Tax year
    .
    Select the tax year selector
  4. Select
    Paid
    to see tax payments you already paid. Select
    Unpaid
     to see tax payments that need to be paid (selected by default). If you have already paid a tax payment voucher, then you or your tax professional can select the tax payment as paid.
    Select the Unpaid/Paid toggle
    Status Icon
    Description
    Paid icon
    The tax payment voucher has been marked as paid or paid by check.
    Past Due icon
    The tax payment hasn’t been paid (Marked as Paid/Pay by Check) and is now passed the due date.
    [No icon]
    The tax payment hasn’t been paid.
  5. Select the tax payment voucher to view it. You can also view the tax payment voucher using the
    Menu
     beside the voucher. Select the
    Menu
    , then select
    View Voucher
    .
    Select a listed tax payment
  6. The tax payment voucher will open in the viewer.
    Select View Voucher
Android mobile app
Follow these steps to view your tax payment voucher on your Android mobile phone app.
  1. Sign in to the TaxCaddy mobile app.
  2. Tax payment vouchers that have been uploaded to your account will appear on the
    Overview
     screen. 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
     dropdown 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. You will see tax payments grouped by due date.
    Tax payments listed in the Tax Payments screen
    The
    All
     tax year option will be selected by default. Select a year from the
    Tax Year
     menu if you'd like to view tax payments belonging to a specific tax year.
    Select the tax year selector
    .
  5. Select
    Paid
    to see tax payments you already paid. Select
    Unpaid
     to see tax payments that need to be paid (selected by default). If you have already paid a tax payment voucher, then you or your tax professional can select the tax payment as paid.
    Select the UNPAID/PAID toggle
  6. A list of tax payment vouchers created by your tax professional will appear. Select the tax payment voucher you want to view.
    Status Icon
    Description
    Paid icon
    The tax payment voucher has been marked as paid or paid by check.
    Past Due icon
    The tax payment hasn’t been paid (Marked as Paid/Pay by Check) and is now passed the due date.
    [No icon]
    The tax payment hasn’t been paid.
  7. You can also select
    Menu
    , then select
    View
    .
    Select View Voucher
  8. The tax payment voucher will open in the viewer.
    Tax payment voucher open in the document viewer

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