CPACharge Integration for Client Invoicing

The CPACharge integration allows firms to require clients to pay their invoice prior to continuing to the tax return. This article outlines how to enable the feature and settings options, as well as a preview of the Client Experience.

Requirements to use the Integration

To use this integration, the firm must have an active CPACharge account. Instructions for setting up this account or inputting existing account details are detailed in the Enable Integration section below.

Settings 

Enable Integration

1. Navigate to Settings in the left panel of the Tax Returns dashboard.  
   • Only system administrators have access to this section. 
2. Click Vouchers and Invoices.
3. Toggle Enable Invoices button to the right. 
4. Click CPACharge Integration under Invoice Payment Processing Options.
5. Click Connect with CPACharge in the new pop-up window.
6. Enter your CPACharge email address and password, then click Sign In.
7. Click Authorize.
8. Toggle the Require taxpayer. . . button on to have the default setting during processing require taxpayers to pay their invoice before they review and sign their return. 
9. Click the Allow user to send. . . checkbox to allow users to disable the payment requirement option during processing.

Disable or Edit Integration

1. Navigate to Settings in the left panel of the Tax Returns dashboard.  
   • Only system administrators have access to this section. 
2. Click Vouchers and Invoices.
3. Click the gear icon next to the CPACharge Integration option. 
4. Click Disconnect to disable invoicing with CPACharge OR
5. Click Edit to edit your CPACharge account details. 

Processing

Once enabled, you will have a few options. These options will appear in the invoices tab during processing. 

Please note:

An Invoice Amount must be entered during processing to give the taxpayer the option to pay. 

Setting	Description
Required taxpayer to pay invoice prior to reviewing their tax return	This will force the taxpayer to pay before they sign the return.
Allow user to send the return without payment required	This will allow user to choose whether payment will be required during processing. This option may or may not be available depending on your firm settings.

 

Taxpayer Experience

Access the return as outlined in the Client Experience help center article. 

Navigate to the Review section. 

With Payment Required Enabled

The taxpayer is not able to click Next until the following steps are completed. 

1. Review the Invoice. 
2. Click Pay Now.
3. Select a payment Method. 
4. Enter Payment Details.  
5. Click Pay.
6. Continue the process of reviewing and signing the tax return.  

With Payment Required Not Enabled

The Taxpayer has the option to either Pay Now or click Next. 

Once a selection has been made, the taxpayer can either complete payment details as listed above or continue the process of reviewing and signing the tax return.