Creating a New Tax Payment

The Tax Payment tab is where a customer would create a payment to the government for various Taxes. Required fields are notated by an asterisk.

• IRS Form: Use the arrow to select the appropriate option. This is the form you wish to post the Payment to.
• Company: Use the arrow to select the appropriate company. This is the Company name you wish to display to the IRS when making the Payment.
• Identification (EIN): This will be automatically populated based on your Company selection. This is a read only field that is populated from the Company Setup process.

  

• Tax Information: Use the arrow to select the appropriate information. This field allows a description to be added about the payment.
• Tax Period End Date: Use the arrow to select the appropriate end date. The last day of the tax period.
• Payment Account: Use the arrow to select the appropriate payment account. This is the account that the payment will be pulled from.

  

• Payment Date: Use the Calendar icon to select the appropriate payment date. This field will be the effective date on the transaction.
• Payment Amount: Enter the payment amount.

  

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