Record the tax year, return type and preparation services, then enter the payment method, amount paid and invoice balance.
EDITOR
Edit your receipt below, then download the same clean layout as PDF or PNG. Enter amounts and totals manually.
Record the tax year, return type and preparation services, then enter the payment method, amount paid and invoice balance.
| Step | Details |
|---|---|
| 1 | Enter the provider, client and invoice or service reference. |
| 2 | Complete the source-specific service details and item amounts. |
| 3 | Enter the payment received, method or reference and remaining balance. |
| 4 | Check the manually entered figures, then download PDF or PNG. |
It records payment for tax-preparation services. Use the tax-year and return-type fields to identify the work; it is not a tax-authority payment confirmation.