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Upload a tax payment

Tax payments - process by mail

Tax payment processing by mail (Pay by Check) lets taxpayers pay their tax payments from their TaxCaddy account. Once a taxpayer makes a tax payment, a paper check sent to the proper taxing authority. Only the Firm System Administrator can modify settings for this feature.

Shipping discount

TaxCaddy is offering a promotional discount on shipping. For a limited time, the cost of USPS Certified Mail has been reduced to $11.95 (normally priced at $14.95). Taxpayers can take advantage of this offer to get proof of delivery through electronic tracking numbers when using USPS Certified Mail.

Tax payment processing settings

Follow these steps to enable tax payment processing by mail for your firm:
  1. Sign in to TaxCaddy.
  2. Go to
    Administrative
    , then
    ADMIN SETTINGS
    .
  3. Select the
    Tax Payments
     tab.
  4. To enable
    Tax Payment Processing by Check
    , select
    ON
    .
  5. Select the amount of shipping cost your firm will cover on behalf of your clients. Your client may select a different option at their own expense. Only the amount your firm will cover will be deducted from the client's selection.
    Example 1
    : If you selected to cover USPS First Class Mail, and your client selects USPS Certified Mail, then your firm will only cover the cost up to First Class mail. Your client will cover the remainder.
    Example 2
    : If you selected to cover USPS Certified Mail, then your firm will cover the cost for both options regardless of what the client selects. If your client selects USPS First Class Mail then you will only be charged for USPS First Class Mail.
  6. Read the agreement then select the checkbox to acknowledge the agreement. By selecting the checkbox, you agree and authorize SurePrep to get a fee from your firm for each tax payment that is mailed using TaxCaddy based on the mailing option you selected.
  7. Select
    SAVE
    .
  8. Your firm's current mailing option will appear on the screen. By default, firms won’t cover any shipping costs. If you want to change the mailing cost covered by your firm, select
    CHANGE
    .
  9. Once
    Tax Payment Processing
     is enabled, taxpayers will be able to use
    Pay By Check
     for supported tax payments.

This article applies to:

  • Product: SurePrep
  • Sub Product: TaxCaddy

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