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
Follow these steps to make a payment on your invoice when using TaxCaddy.com on your PC, Mac, or tablet.
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Sign in to TaxCaddy.com
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Invoices uploaded to your account will be listed in the Task List found in the Overview screen under TAX RETURNS & PAYMENTS.
Click here to learn what each icon next to your invoices means in relation to their due dates.
Your progress in fulfilling your invoices will be denoted with the Progress
icon. Once you've fulfilled all of your invoices, you will see the Completed
icon.
If your tax professional has enabled 1041 tax return profiles on your account for trust/estate, click SWITCH TAX RETURN to select the correct tax return profile. -
Click a tile to view the invoice.
- The selected invoice will appear in the Overview screen's document viewer.
You can message your tax professional regarding this invoice using the Message icon on the right.
- Once you have verified the invoice amount in the Overview screen's document viewer window, click PAY NOW to make a payment.
- The invoice details (AMOUNT DUE, DUE DATE, INVOICE NAME, and DATE ISSUED) will appear at the top.
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Once you've reviewed the details, select your preferred method of payment under Select Payment Method. If your tax professional accepts Credit Card and Bank Account as a method of payment then you will see both options available.
Click here to learn more about making a payment with a Credit Card.
Click here to learn more about making a payment with a Bank Account.If your tax professional accepts credit card only, then only Credit Card will be listed under Select Payment Method.
Similarly, if your tax professional accepts bank account only, then only Bank Account will be listed under Select Payment Method. -
Once you have made the payment, wait for the payment process to complete.
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A stamp is placed on the invoice when you pay an invoice or the invoice has been marked as paid by your tax professional.
iOS mobile app
Follow these steps to pay invoices 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 bar then tap Invoice.
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Tap the Tax Year on the top left.
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.
Select the applicable tax year by sliding the tax year up or down. After selecting the tax year, tap SELECT.
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The list of invoices created by your Tax Professional will appear for the selected tax year.
Invoices can appear inside three sections:
- Due: Invoices that need to be paid.
- Paid: Invoices that have been paid.
- Refunded: Paid invoices that have been refunded by your tax professional.
- In Process: Invoice that has been paid and is still in processing.
You can only pay invoices under the Invoice Due section.
Indicates the invoices is past due.
Indicates the invoice has been Paid.
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Under the Due section, tap on an Invoice.
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When the Invoice opens in the PDF Viewer screen, review the invoice then tap Pay Invoice.
Alternatively, you can tap the Menu icon
on the invoice you want to pay.
When the dialog box appears, tap Pay Now.
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When the Invoice Payment screen appears, you can review the invoice details on top (i.e Amount Due, Due Date, Invoice Name, and Date Issued).
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You can select your preferred method of payment under Select Payment Method. If your Tax Professional accepts Credit Card and Bank Account as a method of payment, then you will see both options available.
Click here to learn more about making a payment with a Credit Card.
Click here to learn more about making a payment with a Bank Account.
If your Tax Professional accepts Credit Card only, then you can only pay with a Credit Card. Similarly, if your Tax Professional accepts Bank Account only, then you will only see Bank Account as a method of payment.
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You will see a confirmation screen
once the payment has been submitted successfully. Tap Done to close the Payment Due screen. Your payment status will change to In Processing and you will receive a confirmation email within 5 business days.
Bank account confirmation:
Credit Card confirmation:
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A stamp is placed on the invoice once you make a payment on an invoice or the invoice has been marked as paid by your Tax Professional
Android mobile app
Follow these steps to pay invoices on your Android mobile phone app.
- Log in to the TaxCaddy mobile app.
- Invoices that your tax professional has uploaded to your account will appear on the Overview screen. Tap an invoice to view it.
- Alternatively, you can tap the Menu
icon.
Then tap Invoices to be directed to a comprehensive list of invoices uploaded to your account.
- 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.
- 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.
- Under the Invoices Due section, tap on an Invoice.
- When the Invoice opens in the PDF Viewer screen, review the invoice then tap PAY INVOICE.
Alternatively, you can tap the Menuicon on the invoice you want to pay.
When the dialog box appears, tap Pay Now. -
When the Invoice Payment screen appears, you can review the invoice details on top (i.e Amount Due, Due Date, Invoice Name, and Date Issued).
-
You can select your preferred method of payment under Select Payment Method. If your Tax Professional accepts Credit Card and Bank Account as a method of payment then you will see both options available.
If your Tax Professional accepts Credit Card only, then you can only pay with a Credit Card. Similarly, if your Tax Professional accepts Bank Account only, then you will only see Bank Account as a method of payment.
Click here to learn more about making a payment with a Credit Card.
Click here to learn more about making a payment with a Bank Account.
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A stamp is placed on the invoice once you make a payment on an invoice or the invoice has been marked as paid by your tax professional.
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