We have a client asking for a receipt for his tax payment. None of our reps have ever had a client ask for this before and have no idea if it is possible. I have looked around and asked the help but it wasn't helpful, so I am trying here. Does anyone know if PTO provide receipts for tax payments and if so, where does one find it?
TIA
The software tells the IRS to take money out of someone's account. Once it relays that message, it has no way of knowing if the transaction is completed. The client may not have enough money in the account or the account got closed and they didn't tell you. If they want a "receipt" they need to look at their bank statement.
How did they pay you?
I had a client ask me and I simply created a receipt in Word. Takes ten minutes.
https://www.irs.gov/individuals/get-transcript has the link to create and account at https://www.irs.gov/payments/online-account-for-individuals
At [Content Removed] we advise clients that ProConnect Tax Online (PTO) does provide confirmation of electronic tax payments, but it does not generate a traditional IRS-style receipt.
Where to find it: After submitting a payment, you can access the “Payments” or “Payment History” section in PTO. Here, you can view or download the payment confirmation, which includes the date, amount, and payment method.
Alternative verification: For official IRS documentation, clients can request a payment transcript from the IRS, which serves as proof of payment.
This confirmation from PTO is usually sufficient for client records, and [Content Removed] can assist in ensuring it’s properly saved for accounting or reconciliation purposes.
Wish I had a website so I could link to it with every answer I post. Not sure it would bring in much business from other tax professionals, though. Remember the cartoon, “on the Internet no one knows you’re a dog?” Nowadays, people can find out that you’re a small business with 11 employees, none of whom is named Kevin, but that’s the name chosen for the chatbot that pops up offering to help.
Thanks Bob, that opening line was starting to get to me. I haven't heard such a consistent opening line since ----------- Hi, I'm Larry, and this is my brother Darryl and this is my other brother Darryl.
@johnsmith1 The payments section you are referring to is for our customers ("the preparers & CPAs") paying on their ProConnect accounts. ProConnect has no way of knowing when a payment was processed by the IRS as all we do is transmit the information as pointed out by an earlier response. For anyone needing proof of payment to the IRS or any state tax authority, they would need to contact that respective authority or their personal financial institution. Intuit does not verify payments as we have no access to those payment systems.
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