Approving a Tax Payment

Approving a Tax Payment can be done through multiple methods. You can either click on the ACH menu item within the menu on the left side of the screen or click on the Tax Payments section of the Overview on the landing page.

In the Accounts Overview section, you will be able to see how many Tax Payments are scheduled and how many of those Tax Payments are awaiting approval.

The next screen has three areas. Saved Batches, History, and Tax Payments. All Scheduled ACH Batches and Tax Payments (Approved and Unapproved) will be displayed in these sections.

Under the Tax Payments section you will be able to see the status of a Tax Payment, as well as the Form Number, Company, Effective Date, and Payment Amount.

Clicking on the Pencil icon in the top right corner enables multi approval/unapproval from this screen.

To approve Tax Payments one by one, you can click on an individual Tax Payment from this list. This will take you to the Tax Payment detail screen were you can see the details associated with the Tax Payment. The Status of the payment will be displayed under the Form Number.

By clicking on the status, you can change the status to either approve or unapprove a Tax Payment. This change will be reflected on the prior screen as well as on the Overview section of the landing page.

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