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This article demonstrates how to successfully collect and process a payment in the tax software for hosted/desktop and CrossLink Online.

Note

Before taking a payment, please ensure that you have removed the Bank Application if necessary.

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Processing a Payment (Hosted/Desktop)

  1. Select the Payments icon, located on the Tax Return Toolbar.

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  2. Complete the required fields on the Tax Return Payment Details screen.

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  3. Print the Payment Receipt. 

    1. 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.

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  4. Save the Payment.

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  5. Review the Invoice for any errors/mistakes.

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Need more help?  Watch our quick video below...

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Processing a Payment (CrossLink Online)

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  1. Select the Payments icon, located on the Tax Return Toolbar.

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  2. Complete the required fields on the Capture Payment screen.

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  3. Print the Payment Receipt.

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  4. Save the Payment.

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  2. Review the Invoice for any errors/mistakes.