Who this is for: Accountants who want to track estimated tax payment status and manage vouchers.
What you’ll learn: How to view, edit, mark as paid, send reminders, and bulk-manage vouchers.
Before you begin #
- You must have vouchers added to a tax return.
Step-by-step instructions #
Step 1: Open the Vouchers tab #
On the tax return detail page, click the Vouchers tab. You will see a table showing all vouchers with their type, jurisdiction, quarter, amount, due date, payment status, and reminder settings.
Step 2: Filter vouchers #
Use the column filters to narrow the list by Type (Federal, State, Local), Quarter (Q1–Q4), or Payment Status (Pending, Paid, Overdue).
Step 3: Edit a voucher #
Click the edit icon on any voucher row to open the Edit Voucher modal. You can change:
- Amount — Update the estimated payment amount.
- Due Date — Change the payment deadline.
- State/Locality — Update jurisdiction details.
- Reminders — Toggle automated reminder emails on or off.
Click Save Changes to apply.
Step 4: Mark a voucher as paid #
Click the three-dot menu on a voucher row and select Mark as Paid. The status badge changes from red (Unpaid) to green (Paid).
Step 5: Send a payment reminder #
Click the three-dot menu and select Send Reminder to email the client about an upcoming or overdue payment.
Step 6: Remove a voucher #
Click the three-dot menu and select Remove to delete a voucher.
Step 7: Use bulk actions #
Select multiple vouchers using the checkboxes. Choose a bulk action:
- Delete Selected — Remove all selected vouchers.
- Disable Reminders — Turn off reminder emails.
- Mark as Paid — Mark all selected vouchers as paid.
What happens next #
Clients can also confirm their payments via email links. When they do, the voucher status updates automatically.
Troubleshooting #
- Voucher status not updating: Refresh the page or check the Activity tab for related events.
