Add Voucher Payments Manually

Returns captures tax payment information from vouchers. When payments are Scheduled for Automatic Withdrawal or Online Payment is Required, some tax softwares do not include the voucher in the return. The Add Voucher feature allows you to add a voucher to effectively communicate the payment requirements to the taxpayer.

Please note:

Returns automatically recognizes federal and state vouchers, as well as some city vouchers. If a city or county voucher is included that we do not recognize, you can move it from the Tax Returns tab to the Vouchers tab. 

1. Click the Vouchers tab during processing. 
2. Click the green and white + button to Add Payment.  
3. Fill in the following fields for each voucher to be added: 
   • Authority.
   • Payment Type.
   • Form Name (this is what the client will see).
   • Due Date.
   • Voucher Amount.
   • Watermark drop-down menu:
     • 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. 
4. Click the blue Add button to save the voucher(s). 

Please note:

When you select Online Payment Required the URL for the selected taxing authority automatically populates. Please verify that it is correct and edit/add a URL if needed. 

The voucher is displayed in the left-hand panel with the Form Name that was entered. There is an image generated showing that the voucher was created. This is the same image that appears on the client side.