Step 1: Access Client Information
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- Navigate to the Clients section in Remitian.
- Select the client for whom you want to delete the payment.
Step 2: View Existing Payments
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- Alternatively, you can access the client from the Dashboard.
- Filter the payments to view the list of existing tax payments for the selected client.
Step 3: Select Payment to Delete
- Identify the payment you wish to delete or cancel from the list.
- Click on the payment to select it.
Step 4: Delete the Payment
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- Click on the Delete option to initiate the deletion process.
- A confirmation prompt will appear.
- Click OK to confirm the deletion of the payment.
- Verify that the payment has been removed from the schedule.
Cautionary Notes
- Ensure that the correct payment is selected before deletion to avoid accidental loss of important data.
- Deleting a payment is irreversible; confirm with the client before proceeding.
Tips for Efficiency
- Regularly check for any pending payments that may need to be cancelled to keep records up to date.
- Encourage clients to notify the firm of any payment issues promptly to streamline the cancellation process.