Creating payments requires you to set up payment types. They will be saved for future use.

Adding Payment Types

1. Click Registered Payments and accounts
2. Click add payment type
3. Select a category (e.g. Federal tax) or use the All tax types filter to view all available options.
4. Click Next.
5. Fill in the tax account number and the start of your fiscal year and click Next.
6. On the next page, click Add another account to repeat the process or click Done to save the details.

Creating Payments

1. Click on the Registered payments and accounts tab
2. Select a payment type from the list by clicking the radio button beside it
3. Click on the red “Pay” button
4. Populate the payment details in all the necessary fields* and click Next
5. Review the payment details on the Confirmation page
6. Click Submit to process the payment**.

*The fields that appear are specific to the selected payment type **If your company setup has approvals, you will see a message indicating the payment is pending approval.