- From the Dashboard, you're going to select clients.
- Then select your preferred client and select the action "Manage".
- You'll now select Payment Schedule.
- From here, you can choose to either add a single payment by selecting "Add" or add a series of payments by selecting "Add Series".
- The flyout will open. In which you can select the preferred tax account and insert all the required payment information.z
- Once complete, click "Save"
🆘 👋 If you ever need help, please feel free to reach out to support@taxpay.ai. We're here to help you!