Tax payment vouchers help you keep track of the tax payments that are due. When your tax professional is done preparing your tax payment voucher, they will upload it to the Tax Payments section. Additionally, you can also use TaxCaddy to pay your Federal and State tax payments by check. When you make a payment through TaxCaddy, a paper check will be mailed to the proper taxing authority.
Click here to learn more about marking tax payment voucher as paid.
Click here to learn more about paying tax payments 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.
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Sign in to TaxCaddy.com
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Click Tax Payments.
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Select the tax year. Tax payment vouchers are only visible under the tax year they were created in by your tax professional. If the voucher is past due from the previous year, it can still be placed under the current year by your tax professional.
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List of tax payment vouchers created by your tax professional will appear on the screen. Click the voucher to view the tax payment document.
You can also open the tax payment voucher document from the document's tile menu. Click the Menu
icon, when the options appear, click View.
On the Overview screen, you can click the View Upcoming Tax Payments Due tile to directly view the document for an upcoming tax payment voucher.
If you are using the old legacy view of TaxCaddy then you can click Tax Payments on the side panel, then click the voucher name.
Tax Payment Status
The Status column on tax payment vouchers allows you and your tax professional to track your tax payment status.
Status | Description |
Unpaid |
Tax payment has not been paid (Marked as Paid/Pay by Check). |
Past Due |
Tax payment has not been paid and is now passed the due date. If you already made the tax payment then mark the tax payment voucher as paid. |
Paid |
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. Click here to learn more about marking tax payment voucher as paid. |
Payment Sent |
Tax payment check has been mailed to the taxing authority using the Pay by Check feature. Click here to learn more about paying tax payments by check. |
iOS mobile app
Follow these steps to view 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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Tap More on the navigation tab then tap Tax Payments.
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List of tax payment vouchers created by your tax professional will appear. Tap on the tax payment voucher you want to view.
Status Icon Description Tax payment voucher has been marked as paid or paid by check. Tax payment has not been paid (Marked as Paid/Pay by Check) and is now passed the due date. [No icon] Tax payment has not been paid. -
You can also view the tax payment voucher by using the Menu icon
on the right side of the voucher. Tap the Menu button, then tap View Voucher.
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The tax payment voucher will open in the viewer.
Android mobile app
Follow these steps to view 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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Tap the Menu icon
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Tap Tax Payments.
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A list of tax payment vouchers created by your tax professional will appear. Tap the tax payment voucher you want to view.
Status Icon Description Tax payment voucher has been marked as paid or paid by check. Tax payment has not been paid (Marked as Paid/Pay by Check) and is now passed the due date. [No icon] Tax payment has not been paid. - You can also tap the Menu
icon, then click View.
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The tax payment voucher will open in the viewer.
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