To make an invoice payment with a Bank Account, you must add and verify the account. There are two methods of adding a bank account: Instant Verification or Manual Verification.
TaxCaddy.com on PC, Mac or tablet
Follow these steps to make a payment on your invoice with a Bank Account when using TaxCaddy.com on your PC, Mac, or tablet.
Follow these steps to add a bank account:
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On the Pay Invoice dialog box, click Bank Account.
Click here to see a general overview about paying invoices.
The option to add and pay from a Bank Account appears if your Tax Professional accepts Bank Account as a method of payment.
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On the Bank Account Payment section, click Add Bank Account to add a bank account.
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In order to make a payment, you must verify your bank account. You can select between Instant Verification or Manual Verification.
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Instant Verification - Requires you to sign in to your bank account to instantly verify your bank account.
Click here to learn more about adding a bank account using Instant Verification.
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Manual Verification - Requires you to add your add Routing Number, Account Number, Account Owner's Name, and Account Type. Once the bank account has been added, you will receive micro-deposits in two business days. Enter the amounts to complete your account verification.
Click here to learn more about adding a bank account using Manual Verification.
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You will see your bank account appear as an option after you add and verify a bank account. Select the bank account, then click Pay Invoice.
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If you already verified a bank account, then select the bank account then click Pay Invoice.
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You will be asked to authorize this payment if this is your first time making a payment from this bank account. Select the I authorize TaxCaddy to... check box, then click Authorize Payment.
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After it initiates, wait for the payment process to complete.
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You will see Charge Submitted once the payment has been submitted successfully. Click Done to close the Pay Invoice dialog box.
Your payment status will change to In Processing and you will receive a confirmation email within 5 business days. -
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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On the Invoices screen, tap the Menu
icon, then tap Pay Now.Click here to see an overview about paying invoices.
Alternatively, you can tap to view the invoice then tap PAY INVOICE.
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You will see the ADD BANK ACCOUNT button if your Tax Professional accepts Bank Account as a method of payment.
If this is your first time using a bank account, tap ADD BANK ACCOUNT to add a new bank account.
You can also tap a verified
bank account if you already added one previously.
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In order to make a payment, you must verify your bank account. You can select between Instant Verification or Manual Verification.
-
Instant Verification - Requires you to sign in to your bank account to instantly verify your bank account.
Click here to learn more about adding a bank account using Instant Verification.
-
Manual Verification - Requires you to add your add Routing Number, Account Number, Account Owner's Name, and Account Type. Once the bank account has been added, you will receive micro-deposits in two business days. Enter the amounts to complete your account verification.
Click here to learn more about adding a bank account using Manual Verification.
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After you add and verify your bank account, tap the verified
bank account to make a payment.
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If you see a check box to authorize payment from your bank account, select a check box then tap PAY INVOICE.
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You will see Charge Submitted
notification 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.
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The invoice will show a confirmation stamp after you pay the invoice. You will also see the confirmation stamp if your tax professional marked the invoice as paid.
Android mobile app
Follow these steps to pay invoices on your Android mobile phone app:
-
On the Invoices screen, tap the Menu
icon, then tap Pay Now.Click here to see an overview about paying invoices.
Alternatively, you can tap to view the invoice then tap PAY INVOICE.
-
You will see the Add Bank Account button if your Tax Professional accepts Bank Account as a method of payment.
If this is your first time using a bank account, tap Add Bank Account to add a new bank account.
You can also tap a verified
bank account if you already added one previously.
-
In order to make a payment, you must verify your bank account. You can select between Instant Verification or Manual Verification.
-
Instant Verification - Requires you to sign in to your bank account to instantly verify your bank account.
Click here to learn more about adding a bank account using Instant Verification.
-
Manual Verification - Requires you to add your add Routing Number, Account Number, Account Owner's Name, and Account Type. Once the bank account has been added, you will receive micro-deposits in two business days. Enter the amounts to complete your account verification.
Click here to learn more about adding a bank account using Manual Verification.
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After you add and verify your bank account, tap the verified
bank account to make a payment.
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If you see a check box to authorize payment from your bank account, select a check box then tap PAY INVOICE.
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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.
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The invoice will show a confirmation stamp after you pay the invoice. You will also see the confirmation stamp if your tax professional marked the invoice as paid.
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