Recording Non-Bank Payments

14 STEPS

1. The first step is to open the Client Manager and click Start Payment

REMINDER: The tax return must be marked complete to enable Client Payment

2. Click Add New Invoice

3. If you want to apply additional charges or discounts, Click MODIFY CHARGES

4. Enter the Discount or Additional Charge and Click Continue

5. Click Non-Banking

6. Click Continue

7. Click Payment Method

8. Click Card Type

9. Type Last 4 of Card

We do not process credit card transactions through the software. This is for reporting information only.

10. If the invoice is complete, Click Yes

Be sure that you have collected payment before you mark the invoice completed. Completed invoices cannot be edited.

11. If you are ready to eFile the return now, Click Yes. Otherwise leave it as No.

12. Click Save and Continue

13. Click Back to Manage Returns

14. That’s it. You’re done.