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.
-
Sign in to TaxCaddy.com
-
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.
-
A list of your tax payments for the current tax year will appear to the right of your Task List in the Tax Payments panel.
If you don't see a certain tax payment, click the Tax Payments tab (from the top navigation bar) to view tax payments belonging to other tax years.
-
Your unpaid tax payments will be shown by default.
Click Unpaid to only view unpaid tax payments.
Click Paid to only view tax payments that you've already paid or marked as paid. -
Your tax payments will be sorted by the month that each is due. You will also see the tax return type, the DUE DATE, PAYMENT NAME/TYPE, AMOUNT, and PAYMENT OPTIONS information for each tax payment.
-
Locate the tax payment voucher that you'd like to download and click the Menu icon, when the options appear, click Download.
-
Alternatively, you can also download the document from the Document Viewer panel. When you have the file open for viewing, click the DOWNLOAD icon on the lower-left corner.
Click here to learn more about viewing a tax payment voucher.
iOS mobile app
Follow these steps to download your tax payment voucher on your iOS mobile phone app.
- Log in to the TaxCaddy mobile app.
-
The Overview screen will show you your tax payment vouchers after your tax professional uploads them to your account. 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. - When viewing all tax years, tax payments spanning all years will be listed.
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. -
Tap the Menu icon corresponding to the tax payment voucher you want to download, then tap Share on the action sheet.
-
Tap the app with which you want to share the tax return.
Android mobile app
Follow these steps to download your tax payment voucher on your Android mobile phone app.
-
Log in to the TaxCaddy mobile app.
-
The Overview screen will show you your tax payment vouchers after your tax professional uploads them to your account. 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 grouped by the month that each is due.
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. - Tap the Menu icon corresponding to the tax payment voucher you want to download.
- Tap Share.
- Tap the app with which you want to share the tax return.
Comments
0 comments
Please sign in to leave a comment.