Download a tax payment voucher

Follow these steps to download your client's tax payment voucher.

On the

Overview

screen, select a client tile to view the client profile. You can also search for a client and select the client tile from the result.

Select Tax Payments
.

Select the TAX YEAR
and TAX RETURN
where the tax payment voucher is located.

If you are having trouble finding a specific tax payment, you can use the search bar to help you locate it.

Select whether you want to view PAID
or UNPAID
tax payments.

On the document tile, select the Menu

icon, then select Download
.

You can also download the document from the Document Viewer
panel. When you have the file open for viewing, select DOWNLOAD
.

This article applies to: