Vouchers Tab

The Vouchers tab displays all pages in the return that were recognized as payment or estimated vouchers. These initial payment vouchers can be edited or deleted, and new payment vouchers can also be manually added.

Vouchers

The Vouchers section on the left highlights all payment vouchers in the return. Each line item represents a payment or estimated payment voucher for a particular taxing authority. Clicking on a line item shows a Voucher Details section in the right panel and displays the voucher. 

1. Click Add Multiple Vouchers to add vouchers to the return. See Adding Voucher Payments Manually for more information. 
2. Click Remove all $0 vouchers to delete all $0 vouchers from the return. 
3. Click the Taxing Authority in the left panel to display the voucher PDF and open the editing panel for that voucher in the right panel. 
4. View or edit Voucher Details.

Editing Options

1. Click the Taxing Authority in the left panel to open the editing options for that voucher in the right panel. 
2. Click the Authority drop-down to change the taxing authority for the voucher. 
3. Click the Payment Type drop-down to change the payment type for that voucher. 
4. Click the Select Due date from drop-down to choose how the due date is determined.
   • SSR Default Due Date: This is the default due date which overrides dates in the return.  Read more about our default due dates in our Voucher Date Policy article.
   • Voucher Form: This reads the voucher due date from the form if it can be recognized. If it can't be located, the default due date is used.
5. Click the DueDate field to edit the voucher due date. 
6. Type into the Voucher Amount field to edit the amount due. 
7. Type into the Form Name field to edit the voucher form name. 
8. Click the Select drop-down to designate the payment method for the voucher. 
   • Select: Taxpayers have the option to pay online or download the voucher to pay by check or money order. 
   • DO NOT PAY: Scheduled for automatic withdrawal: Taxpayers do not have a payment option. 
   • Online Payment Required: Taxpayers do have the option to pay online but do not have a manual payment option. 
   • Add Custom: Taxpayers do not have a payment option. The processor can add custom instructions/notes to the voucher. 
9. Click Update to save any changes made. 

Follow this link to be taken to the next step in the process, the Invoices Tab.

Client Info Tab Group Tab Transmittals Tax Returns E-File Additional E-Sign Documents Vouchers K-1s Invoices Attachments Delivery Options