Your Tax Professional can charge you for their services by creating invoices. These invoices can be viewed, paid, and downloaded.
TaxCaddy.com on PC, Mac, or tablet
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Sign in to TaxCaddy.com
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Click Invoices.
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Select the applicable Tax Year.
Invoices are only visible under the tax year they were created in by your tax professional. Your Tax Professional can place invoices due from a different tax year in under the selected tax year. For example, your Tax Professional can make an invoice due the previous year under the current year.
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The list of invoices created by your tax professional will appear. Click on an invoice to view it.
The invoice will open in the Document Viewer window.
You can also use the search bar on top to search for an invoice.
iOS mobile app
Follow these steps to view your tax payment voucher on your iOS mobile phone app.
- Log in to the TaxCaddy mobile app.
- Tap More on the navigation tab bar then tap Invoice.
- Tap the Tax Year on the top left, when the left panel appears, then tap the applicable Tax Year.
Invoices are only visible under the tax year they were created in by your tax professional. Your Tax Professional can place invoices due from a different tax year in a selected tax year. For example, your Tax Professional can make an invoice due the previous year under the current year.
- The list of invoices created by your tax professional will appear for the selected tax year.
Invoices can appear inside three sections:
- Invoice Due
- Paid Invoices
- Refunded
- In Process
You can only pay invoices under the Invoice Due section.
Indicates the invoices is past due.
Indicates the invoice has been Paid. - Tap an Invoice to view it in the PDF Viewer.
- If the document opens the Payment Summary screen, click View Invoice.
You will see the Invoice opens in the PDF Viewer screen
- Alternatively, you can tap the Menu icon
on the invoice you want to pay.
When the dialog box appears, tap View Invoice.
- You can also search for invoices from the Overview, Documents, Messages, Tax Returns, and Invoices screen.
Android mobile app
Follow these steps to pay invoices on your Android mobile phone app.
- Log in to the TaxCaddy mobile app.
- Tap the Menu
icon.
- Tap Invoices.
- On the Invoices screen, tap the Tax Year
icon to select the applicable Tax Year.
Invoices are only visible under the tax year they were created in by your tax professional. Your Tax Professional can place invoices due from a different tax year in a selected tax year. For example, your Tax Professional can make an invoice due the previous year under the current year.
Swipe up or down to select the applicable tax year then tap SELECT.
- The list of invoices created by your tax professional will appear for the selected tax year.
Invoices can appear inside three sections:
- Invoice Due
- Paid Invoices
- Refunded
- In Process
You can only pay invoices under the Invoice Due section.
Indicates the invoices is past due. Indicates the invoice has been Paid. - Tap an Invoice to view it in the PDF Viewer.
- If the document opens the Payment Summary screen, tap VIEW INVOICE.
- The invoice will open in the PDF Viewer screen
- Alternatively, you can tap the Menu
icon on the invoice you want to pay.
When the dialog box appears, tap View Invoice.
- You can also search for invoices from the Overview, Documents, Messages, Tax Returns, and Invoices screen.
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