Unpaid tax payment vouchers can be deleted from the Tax Payments screen.
TaxCaddy.com on PC, Mac, or tablet
Follow these steps to delete your tax payment voucher when using TaxCaddy.com on your PC, Mac or tablet.
Tax Payments screen
Follow these steps to delete a tax payment voucher from the Tax Payments screen.
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Sign in to TaxCaddy.com
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If your tax professional has uploaded a tax payment voucher to your account, you can click Pay - Tax Payment(s) to view these payment vouchers.
Alternatively, you can click the Tax Payments tab. -
The year badge indicates which tax year the tax payment belongs to.
The All tax year option will be selected by default. With All selected, you will see all uploaded tax payments, regardless of the tax year. If you'd like to see tax payments belonging to a specific tax year, select it from the TAX YEAR drop-down menu.
- Skip this step if the TAX RETURN menu is not available. If your tax professional has enabled 1041 tax return profiles on your account for trust/estate, you can select a TAX RETURN profile to narrow down the tax return list, if desired.
- Select whether you wish to view PAID or UNPAID tax payments.
If you're having trouble finding a specific tax payment, the search bar may help you locate it. You can search for a tax payment by: Payment Type, Payment To, Voucher Name, Amount Due, or Status.
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Click the Menu
icon, then click Delete to delete the tax payment voucher.
The voucher cannot be deleted once it has been marked as paid, by you or your tax professional. The Delete button will be disabled for this voucher.
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The Delete Payment window will appear. If you are sure about deleting this voucher payment then click Yes.
Once the the voucher file is deleted, it will be permanently deleted from the Tax Payment list and cannot be restored. If the voucher was deleted by accident, contact your tax professional to resubmit a new voucher with the same document.
iOS mobile app
Follow these steps to delete your tax payment voucher on your iOS mobile phone app.
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Log in to the TaxCaddy mobile app.
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Tax payment vouchers that have been uploaded to your account will appear on the Overview screen. Tap Pay - Tax Payment(s) to open your tax payments.
If your tax professional has enabled 1041 tax return profiles on your account, tap the SELECT TAX RETURNS drop-down menu to view your available tax return profiles.
Click here to learn more about 1041 tax return profiles in TaxCaddy.
Alternatively, you can tap More on the navigation tab, then tap Tax Payment.
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You will see tax payments spanning all tax years.
The All tax year option will be selected by default. If you'd like to only see tax payments belonging to a specific tax year, select it from the Tax year menu.
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Tap Paid to see tax payments you already paid.
Tap 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 mark the tax payment as paid.
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Tap the Menu
icon corresponding to the tax payment voucher you want to download, then tap Delete on the action sheet.
Tax payment voucher cannot be deleted once it has been marked as paid, by you or your tax professional. The Delete option will not be visible for a paid voucher.
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On the confirmation prompt, click Yes.
Android mobile app
Follow these steps to delete your tax payment voucher on your Android mobile phone app.
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Log in to the TaxCaddy mobile app.
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Tax payment vouchers that have been uploaded to your account will appear on the Overview screen. Tap Pay - Tax Payment(s) to open your tax payments.
If your tax professional has enabled 1041 tax return profiles on your account, tap the SELECT TAX RETURNS drop-down menu to view your available tax return profiles.
Click here to learn more about 1041 tax return profiles in TaxCaddy. -
Alternatively, you can tap the Menu
icon.
Tap Tax Payments.
- You will see tax payments spanning all tax years.
The All tax year option will be selected by default. If you'd like to only see tax payments belonging to a specific tax year, select it from the Tax year menu.
- Tap UNPAID to see tax payments that need to be paid (selected by default).
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Tap the Menu
icon corresponding to the tax payment voucher you want to delete.
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Tap Delete.
Tax payment voucher cannot be deleted once it has been marked as paid, by you or your tax professional. The Delete option will not be visible for a paid voucher.
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