How do I change the payment status of a tax filing?

Created by Christine Manickum, Modified on Wed, 17 Apr at 4:45 PM by Christine Manickum

How do I change the payment status of a tax filing?

Instructions

  1. From the left-hand side of the screen, click on Work Space.

  1. Select the relevant card on the Workflow board.

  1. Click the Edit Payment/ Refund details button.

  1. Modify the details as required and click on Update Payment Info.

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