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 vouchers 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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When viewing all tax years, 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 only see tax payments belonging to a specific tax year, select it from the TAX YEAR drop-down menu.
- Click PAID to see tax payments you already paid.
Click 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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A list of tax payment vouchers created by your tax professional will appear on the screen. Click the voucher to view the tax payment document.
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.
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.
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 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.
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. -
Tap on the tax payment voucher you want to view.
You can also view the tax payment voucher by using the Menu
icon on the right side of the voucher. Tap the Menu icon, 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.
- 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 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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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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