Taking a Payment

Follow the instructions to collect a payment:

BEFORE taking any payment, please ensure you have removed the BANK APPLICATION if necessary. 

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

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

3. 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.

4.Save the Payment.

5. Review the Invoice for any errors/mistakes 

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