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Invoices

Stripe

You can use Stripe to get invoice payments from your users. After Stripe is enabled you can add your invoice, letting the taxpayer pay with an ACH (bank account) or credit card conveniently. Once a client makes an invoice payment, you can verify the payment in Stripe.
note
When you upload an invoice, SurePrep charges 1 TaxCaddy Deliver unit once (if the Delivered unit hasn’t already been charged for the client's current tax year/tax return). Additional Stripe transaction fee rates apply separately based on payment type. Learn more about Stripe pricing.

Link a stripe account

Follow these steps to link your TaxCaddy account with Stripe:
  1. Sign in to TaxCaddy.
  2. Select
    Administrative
     then select
    ADMIN SETTINGS
    .
    Select Administrative, then ADMIN SETTINGS.
  3. Select the
    Stripe
     tab.
    Select Stripe from ADMIN SETTINGS.
  4. Select
    Link Stripe Account
    .
    Select Link Stripe Account.
  5. When the Stripe page installs, enter the email address you want to sign up with. If you already have a Stripe account, then enter the email address associated with your Stripe Account.
  6. To create a Stripe account, enter your password then select
    Continue
    .
  7. If you already have a Stripe account linked to the email address, then you will be requested to enter your existing Stripe sign in credentials.
  8. Enter your password then select
    Log in
    .
  9. Enter a mobile phone number then select
    Send text
    . A Two-Factor Authentication code will be sent to this number anytime you attempt to log
  10. Stripe will send you a verification code (via SMS) on the number you provided earlier. Enter the verification code into the
    Verification code
     field.
  11. Enter your business information (for example, address, business type) then select
    Continue
    .
  12. Enter your personal details.
  13. Enter your business details. Select the industry your business operates in. Enter your business's website, describe the product you are selling, then select
    Continue
    .
  14. Select a bank account to transfer your funds to. There are 2 methods of adding a bank account:
  • Method 1 (Automatic)
  • Method 2 (Manual)
Method 1 (Automatic)
Follow these steps to add your bank account automatically using the
Log in
 method:
  1. Select the tile that is associated with your bank account, then select
    Continue
    . If your bank account doesn’t appear on the list then use
    Search
     to find your bank account.
  2. You can read the Stripe Privacy Policy, then select
    Agree
    .
  3. Sign in to your bank account.
Method 2 (Manual)
Follow these steps to enter your bank's routing and account number information manually:
  1. Select
    Enter bank details manually instead
    .
  2. Enter the
    Routing number
    ,
    Account number
    , then enter the
    Account Number
     again.
  3. After your account is added, verify the last 4 digits of your account number then select
    Continue
    .
  4. Enter customer support information. The Statement descriptor and Shortened descriptor may be visible in payment statements, invoices, and receipts.
  5. Review your information then hover
    Submit
     to verify. If the information was entered incorrectly, then select
    EDIT
     to make the changes.
  6. Stripe will now redirect you back to TaxCaddy.
  7. Link Stripe Account
     window will appear after Stripe redirects you back to TaxCaddy. To help identify your Stripe account, enter a nickname in
    Account Nickname
     (optional).
    Link Stripe Account window.
  8. A
    Stripe Error
     window will appear if there was an error linking with Stripe. You can dismiss the error then try again. If the issue persists, contact SurePrep Support.
    Notification stating that the user denied your request.
  9. A confirmation window will appear once the Stripe account has been linked successfully.
    Notification stating that the Stripe account was successfully linked.
  10. The linked account will appear under the
    Stripe
     tab.
    Newly added Stripe account in the Stripe tab.

Set up a default method of payment

Once a Stripe account has been linked successfully, you can select the default suggestion for a method of payment.
note
Selecting a default method of payment doesn’t effect any existing invoices.
Select invoice options.
The option selected under the
Invoice Options
 dropdown will become the default selected option when creating a new invoice. However, you can still select other options if you want to.
Select the Payment Type Accepted.

Check payments in
Stripe

After an invoice payment has been made, you can follow these steps to view payments in detail in Stripe:
  1. Sign in to Stripe.
  2. Go to
    Payments
    , then
    All transactions
    .
  3. You will see the user's full name, the amount paid, and the method of payment.
  4. Payments made through a credit card will appear as
    Charge
    . Payments made through ACH will appear as
    Payment
    .
note
You won’t see invoice payments in Stripe if they were manually marked as paid in TaxCaddy.
Additional References:
  • Stripe: Change Account
  • Stripe: Unlink Stripe account

This article applies to:

  • Product: SurePrep
  • Sub-Product: TaxCaddy
  • Subject: Invoices

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