Including Payments With Forms

Payments are uploaded with tax forms by specifying payments amounts on the corresponding form upload staging records. The actual sum of payment amounts from the form upload staging records within a batch are verified against the total payment amount specified on the form batch header.

The payment amount on the form upload staging record is simply copied over when the tax form is created. The actual payment may be created at different points in the tax form's lifecycle - depending on what's happening with the form.

Refer to Payments With a Tax Form for more details on processing form payments.