You can 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 in 1 business day and may take 2-5 business days to deliver to the taxing authority. To pay by check, your tax professional must upload a tax payment voucher and clear it for official use by the taxing authority.
Shipping Discount!
TaxCaddy is offering a promotional discount on shipping! For a limited time, the cost of USPS Certified Mail has been reduced to $11.95 (normally priced at $14.95). Take advantage of this offer to get proof of delivery through electronic tracking numbers when using USPS Certified Mail.
If you already paid your tax payments or prefer to pay your tax payments through other means then you can mark your tax payment voucher as paid.
TaxCaddy.com on PC, Mac, or tablet
Contents:
Pay by Check
Follow these steps to pay by check from the Tax Payments screen.
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.
Alternatively, you can click the Tax Payments tab.
The All tax year option will be selected by default. With All selected, you will see all of the uploaded tax payments, regardless of tax year. The year badge indicates which tax year the tax payment belongs to.
If you'd like to see tax payments belonging to a specific tax year, select it from the TAX YEAR drop-down menu.
Skip this step if the TAX RETURN menu is not available. If your tax professional has enabled 1041 tax return profiles on your account for trust/estate, you can select a TAX RETURN profile to narrow down the tax return list, if desired.
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 only pay tax payment vouchers if the Status is Unpaid or Past Due. Click the voucher tile to view the tax payment document.
The option to pay by check is only available under the following conditions:
- Tax payment has not been paid.
- Your tax professional has set up the tax payment to be payable by check and has cleared the tax payment for official use with the taxing authority.
- Tax payment is for Federal or State taxing authority.
After you review the document, click PAY BY CHECK on the Document Viewer.
Skip to the next step if you do not see a dialog box for mandatory electronic payments. For California and Virginia state tax payments, some taxpayers may not be eligible to send a check by mail. If you meet your state's criteria listed on top of the dialog box then you are required to make online payments only. If you don't fall under any of these conditions, select the check box then click CONTINUE.
Each state has different requirements. If you see (State name) Mandatory Electronic Payments dialog box appear for your state then read the criteria before you decide to pay by check (via mail) instead of paying online as required.
For additional information regarding electronic pay, visit the applicable link:
California's Franchise Tax Board website.
Virginia Department of Taxation website.
If you have any questions or concerns, you can use TaxCaddy to message your tax professional.
Click here to learn more about messaging your tax professional about your tax payments.
Bank Account
To make a tax payment, you need to first add your bank account to TaxCaddy if one is not already added. To add a bank account, click Add A New Account.
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.
-
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.
Select the bank account after it has been added successfully.
Click NEXT to go to the next step.
Address
Enter or verify your name, return address, and SSN (Social Security Number). The RETURN ADDRESS information is where the check will be returned if it cannot be delivered to its destination. Your SSN is required to populate the Memo field on your check.
All required fields show an asterisk * next to the field name (i.e. FIRST NAME *).
The Taxpayer SSN field only accepts numbers. You cannot enter hyphens/dashes or spaces.
To add your name and address on the top left corner of your check, select the check box for Include address in the Personal Information section of my check (recommended). Clear the check box if you do not want to include your personal information on the check.
Once all required fields are entered, click NEXT to go to the next step.
Tax Return Information
On the Tax Return Information step, you can review your tax payment details, select mailing options, and review/edit your check before it is sent.
Summary
On the upper left side, review your tax payment details to confirm they are correct. If the provided information is incorrect, contact your tax professional before submitting your payment. Under Destination Address, you can view where your tax payment check will be mailed.
Delivery Options
Under Delivery Options, select your preferred mailing option. Based on your selection, the mailing cost will be added to your payment total.
-
USPS First Class: Delivery between 2-5 business days. Does not provide an electronic tracking number.
-
USPS Certified: Delivery between 2-5 business days. Provides an electronic tracking number to monitor mail delivery on USPS website.
Click here to learn more about tracking your tax payment delivery status.
After you review the statement, select the check box for I authorize TaxCaddy to electronically debit my account and, if necessary, electronically credit my account to correct erroneous debits.
Check Summary
You can scroll down to view your check summary or edit the amount.
On the upper left side, you will see your name and address based on the information you provided in the previous step. To edit the name or address on your check, click BACK to go back to the Address step.
You will not see your personal information on the upper left side if you did not select the Include address in the Personal Information section of my check check box in the previous step.
To modify the payment amount, click the amount value in the check then edit the amount.
Pay To The Order Of on your check will be auto-populated based on the taxing authority that will receive the check.
MEMO will be auto-populated with your name, tax year, payment type, and social security number.
Before submitting your check, you must first sign it. Click ADD SIGNATURE to begin adding your signature to your check.
Click here to learn more about adding a signature to your checks.
Under Payment Details, verify your Payment Total (includes mailing cost) then select the check box to acknowledge the following agreement.
"I confirm the provided information is correct and my bank account has sufficient funds. If my payment is late or declined, I will still be responsible for any applicable shipping charges to TaxCaddy and for taking any corrective action, including late fees, with the taxing authority."
Then click SUBMIT to finalize your tax payment.
When you see the Confirmation step, you can navigate away while your tax payment is being processed.
If the Payment Failed dialog box appears due to an attempt to send a check for a balance that exceeds the maximum limit for your selected state, click RETURN TO TAX PAYMENTS to return to your Tax Payments screen.
From here, you can write a check directly to your tax authority and then mark the tax payment as paid to fulfill the request in TaxCaddy.
Click here to learn how to mark a tax payment as paid.
The tax payment voucher Status will now show Payment Sent.
If you have selected Certified Mail, you can go to the Tax Payments screen, click the Menu 
icon then click Track Payment to check the delivery status. You will see the Track Payment option appear in 1 business day if you chose to mail your tax payments via Certified Mail.
Click here to learn more about tracking tax payment shipping (Certified Mail only).
iOS mobile app
Follow these steps on your iOS mobile phone app:
-
Log in to the TaxCaddy mobile app.
-
Tax payment vouchers that have been uploaded to your account will appear on the Overview screen. Tap Pay - Tax Payment(s) to open your tax payments.
Alternatively, you can tap More on the navigation tab, then tap Tax Payment.
-
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 UNPAID to see tax payments that need to be paid (selected by default).
-
Tap the Menu
icon on the tax payment voucher you want to pay.
-
Tap Pay by Check.
The option to pay by check is only visible under the following conditions:
- Tax payment has not been paid.
- Your tax professional has set up the tax payment to be payable by check and has cleared the tax payment for official use with the taxing authority.
- Tax payment is for Federal or State taxing authority.
-
Alternatively, you can tap the tax payment voucher to view the document. After you review the document, you can tap the floating Menu
icon, then tap Pay by Check.
-
Skip to the next step if you do not see the Electronic Payments screen. For California and Virginia state tax payments, some taxpayers may not be eligible to send a check by mail. If you meet your state's criteria listed on top of the dialog box then you are required to make online payments only. If you don't fall under any of these conditions, select the check box then click CONTINUE.
Each state has different requirements. If you see (State name) Mandatory Electronic Payments dialog box appear for your state then read the criteria before you decide to pay by check (via mail) instead of paying online as required.
For additional information regarding electronic pay, visit the applicable link:
California's Franchise Tax Board website.
Virginia Department of Taxation website.If you have any questions or concerns, you can use TaxCaddy to message your tax professional.
Click here to learn more about messaging your tax professional about your tax payments.
-
To make a tax payment, you need to first add your bank account to TaxCaddy if one is not already added. To add a bank account, click Add A New Account. If you already added a bank account, tap to select the bank account then tap Next.
- If you selected to add a bank account, you must verify your bank account information. 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.
-
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.
If you or your tax professional have previously provided your bank account information to TaxCaddy, we will automatically populate your records with the information we have on file. Please take a moment to review the information and make any corrections you see fit before continuing.
Click here to learn more TaxCaddy autofilling your information.
Select the bank account after it has been added and verified successfully.
Click here to learn more about adding a bank account to TaxCaddy.
-
-
Enter or verify your name, return address, and SSN (Social Security Number). The RETURN ADDRESS information is where the check will be returned if it cannot be delivered to its destination. Your SSN is required to populate the Memo field on your check.
The Taxpayer SSN field only accepts numbers. You cannot enter hyphens/dashes or spaces.
To add your name and address on the top left corner of your check, select the check box for Print address in the Personal Information section of my check (recommended). Clear the check box if you do not want to include your personal information on the check.
Once all required fields are entered, tap NEXT to go to the next step.
- Before submitting your check, you must first sign it. Tap ADD SIGNATURE to begin adding your signature to your check.
Click here to learn more about adding a signature to your checks. -
After adding your signature, verify the details that will go on the check.
To modify your signature or the tax payment amount, tap the associated Edit
icon.Click here to learn more about adding/editing signatures.
- If your check details are correct, tap NEXT to proceed to the next step.
-
Select your preferred mailing option. Based on your selection, the mailing cost will be added to your payment total.
-
USPS First Class Mail: Delivery between 2-5 business days. Does not provide an electronic tracking number.
-
USPS Certified Mail: Delivery between 2-5 business days. Provides an electronic tracking number to monitor mail delivery on USPS website.
Click here to learn more about tracking your tax payment delivery status.
After you review the statement, select the check box then tap Next to go to the next step.
-
-
On the Payment Summary screen, verify your payment total (includes mailing cost) and delivery information. Scroll down to continue.
-
Select the check box to acknowledge the agreement, then tap Submit to confirm the payment.
-
Tax Payment voucher on the Tax Payments screen will now show Payment Sent. You will also receive a confirmation email. If you chose to mail your tax payments via Certified Mail, then you will see an option to copy the tracking number appear in 1 business day. The Copy Tracking Numner option allows you to use the tracking information to see the current status of your delivery.
Click here to learn more about tracking payments.
Android mobile app
Follow these steps to access the tracking number on the Tax Payments screen:
-
Log in to the TaxCaddy mobile app.
- Tax payment vouchers that have been uploaded to your account will appear on the Overview screen. Tap Pay - Tax Payment(s) to open your tax payments.
-
Alternatively, you can tap the Menu
icon.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 UNPAID to see tax payments that need to be paid (selected by default).
-
Tap the Menu
icon corresponding to the tax payment voucher you want to pay.
-
Tap Pay by Check.
The option to pay by check is only visible under the following conditions:
- Tax payment has not been marked as paid.
- Your tax professional has set up the tax payment to be payable by check and has cleared the tax payment for official use with the taxing authority.
- Tax payment is for Federal or State taxing authority.
-
Alternatively, you can tap the tax payment voucher to view the document. After you review the document, you can tap the floating Menu
icon, then tap Pay by Check. -
Skip to the next step if you do not see the Electronic Payments screen. For California and Virginia state tax payments, some taxpayers may not be eligible to send a check by mail. If you meet your state's criteria listed on top of the dialog box then you are required to make online payments only. If you don't fall under any of these conditions, select the check box then click CONTINUE.
Each state has different requirements. If you see (State name) Mandatory Electronic Payments dialog box appear for your state then read the criteria before you decide to pay by check (via mail) instead of paying online as required.
For additional information regarding electronic pay, visit the applicable link:
California's Franchise Tax Board website.
Virginia Department of Taxation website.If you have any questions or concerns, you can use TaxCaddy to message your tax professional.
Click here to learn more about messaging your tax professional about your tax payments.
-
To make a tax payment, you need to first add your bank account to TaxCaddy if one is not already added. To add a bank account, click Add A New Account. If you already added a bank account, tap to select the bank account then tap Next.
- If you selected to add a bank account, you must verify your bank account information. 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.
-
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.
If you or your tax professional have previously provided your bank account information to TaxCaddy, we will automatically populate your records with the information we have on file. Please take a moment to review the information and make any corrections you see fit before continuing.
Click here to learn more TaxCaddy autofilling your information.Select the bank account after it has been added and verified successfully.
Click here to learn more about adding a bank account to TaxCaddy.
-
-
Enter your name, return address, and SSN (Social Security Number). The RETURN ADDRESS information is where the check will be returned if it cannot be delivered to its destination. Your SSN is required to populate the Memo field on your check.
The Taxpayer SSN field only accepts numbers. You cannot enter hyphens/dashes or spaces.
To add your name and address on the top left corner of your check, select the check box for Print address in the Personal Information section of my check. Clear the check box if you do not want to include your personal information on the check.
Once all required fields are entered, tap NEXT to go to the next step.
- Before submitting your check, you must first sign it. Tap ADD SIGNATURE to begin adding your signature to your check.
Click here to learn more about adding a signature to your checks.
-
After adding your signature, verify the details that will go on the check.
To modify the tax payment amount, tap the Edit
icon. - If your check details are correct, tap NEXT to proceed to the next step.
-
Select your preferred mailing option. Based on your selection, the mailing cost will be added to your payment total.
-
USPS First Class Mail: Delivery between 2-5 business days. Does not provide an electronic tracking number.
-
USPS Certified Mail: Delivery between 2-5 business days. Provides an electronic tracking number to monitor mail delivery on USPS website.
Click here to learn more about tracking your tax payment delivery status.
After you select the delivery option, tap Next to go to the next step.
-
-
On the Payment Summary screen, verify your payment total (includes mailing cost) and delivery information. Scroll down to continue.
-
Select the check box to acknowledge the agreement, then tap Submit to confirm the payment.
-
Tax Payment voucher on the Tax Payments screen will now show Payment Sent. You will also receive a confirmation email. If you chose to mail your tax payments via Certified Mail, then you will see an option to copy the tracking number appear in 1 business day. The Copy Tracking Numner option allows you to use the tracking information to see the current status of your delivery.
Click here to learn more about tracking payments.
Checking your tax payment status
We recommend paying tax payment check(s) via Certified Mail. You can then use the tracking number to track the progress of your mail delivery. The tracking number will be available in TaxCaddy within 1 business day.
Click here to learn more about tracking payments.
Tax payments check is delivered within 2-5 business days. IRS may take up to 3 weeks to process your check after it has been delivered. To check your tax payment status, you can either create an account at IRS's website or call IRS e-file Payment Services at 1-888-353-4537.
Click here to learn more about creating an account on IRS's website.
FAQ
When will funds be deducted from my account?
Delivery may take 2-5 business days. IRS may take up to 3 weeks to process your check after it has been delivered.
Will my tax payment(s) be marked as late if they are not deducted by the deadline?
IRS considers the postmark date as the payment date rather than the date on which the tax payment is processed. TaxCaddy mails your paper check in 1 business day after you submit the payment details. If you submitted your tax payment details before the deadline then you will not be fined.
If you selected to mail your tax payment paper check(s) via Certified Mail then you can view the tracking information from TaxCaddy.
When is the paper check mailed to the taxing authority?
TaxCaddy mails your paper check in 1 business day from the day you submitted it online.
Comments
0 comments
Please sign in to leave a comment.