Vouchers

Vouchers:

  • On the right, there are 4 panes:
    • Actions: you will see information here about the current voucher showing, including Authority, Payment Type, Due Date, and Voucher Amount. These fields are editable.

    • Grouping: Expanding this will allow you to move the current pages from Vouchers into another group (Transmittals, Tax Returns, E-File Authorizations, Invoices, Deleted)

  • On the left, you will see view options for included Pages
    • Thumbnail View
    • Bookmark

  • Once you have completed reviewing the Vouchers group, click “Next” across the bottom or select the “Invoices” tab across the top (both actions move you to the next step in the process)

Invoices:

  • On the right, there are 3 expandable panes:
    • Actions:
      • “Invoice Amount” will need to be entered, if you are sending an invoice. SafeSend Returns does not read the amount from the invoice automatically
      • If you firm’s settings allow for you to not send an invoice, you can check that box here
      • If your firm’s settings allow for it, you can click “Replace Invoice” and select a different invoice to be sent to the taxpayer

    • Grouping: Expanding this will allow you to move the current pages from Invoices into another group (Transmittals, Tax Returns, E-File Authorizations, Vouchers, Deleted)

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