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This article demonstrates how to successfully collect and process a payment in the tax software. |
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Before taking a payment, please ensure that you have removed the Bank Application if necessary. |
Follow the instructions to process a payment:
Select the Payments icon, located on the Tax Return Toolbar.
Complete the required fields on the Tax Return Payment Details screen.
Print the Payment Receipt.
Always print the payment before saving the payment. If you save the payment before printing the payment, you will have to recreate the payment to print it.Save the Payment.
Review the Invoice for any errors/mistakes
Need more help? Watch our quick video below...
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