Transmittals Tab

This page provides a breakdown of all captured Transmittals and displays the captured vouchers under the Recognized Vouchers section. This makes it easy to compare amounts due listed in the transmittal to recognized amounts due from vouchers. 

Transmittals

1. Click the Transmittal line item to open it in the central preview.
2. Adjust the zoom level using the Adjust Zoom drop-down list or +/- icons.
3. Navigate through the pages of that tab by using the arrow icons or text box. 
4. Click Move To to move the selected page to a different tab. 

Manually Added Vouchers

1. Click the Add Multiple Voucher  button.
2. Select the Authority for the voucher(s).  
3. Enter the Form Name for each voucher to be added.
4. Edit the Due Date field for each voucher as needed.
5. Enter the Amount for each voucher.
6. Select the Watermark for the vouchers.  The first choice will automatically fill all Watermark fields, but can be adjusted manually.
   • DO NOT PAY: Scheduled for Automatic Withdrawal
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   • Add Custom
7. Click Add to create the manual vouchers.

ERO Signature Stamp

1. Select an ERO stamp to apply to the document. 
2. Drag/drop an ERO Signature Stamp onto the selected page. 
3. Drag/drop an ERO Date Signed Field onto the selected page. 
4. Delete a box by clicking the X in the top-right of the box.

Next

Once you have completed reviewing the Transmittals, click Next in the bottom right or select the Tax Returns tab across the top.

Follow this link to proceed to the next step in the process, the Tax Returns Tab.

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