Skip to content
English
More support
Contact us
  • There are no suggestions because the search field is empty.

Scheduling a Client Payment on the Remitian Dashboard

This article walks you through scheduling a payment on behalf of a client in Remitian. You’ll select the client, enter payment details, choose the funding account, review, and schedule. 

🎥 Training video: See the full walkthrough at the end of this article.

Prerequisites

  • You’re signed in with a role that can create payments (Firm Admin or Accountant).

  • The client record already exists in Remitian.

  • A funding bank account is available for the client (linked via your firm or by the client, optional).

  • You have the payment details ready: amount, tax type/agency, period or reference number (if applicable), and the intended payment date.

Open Payments

  1. In the client navigation, go to Tax Payments.

    06_client_profile_overview

  2. Click Add Payment (or use the Tax Form Import tool).

    02_click_schedule_payment


Review/Add Payment Details

  1. Choose the Tax Authority / Agency (e.g., the remittance type required for this payment).

  2. Enter the Amount to be remitted.

  3. Provide any required period, reference, or account identifiers if shown.

    Screenshot – Amount & Details

  4. Pick the Payment date (or Due date) from the date picker.

    Screenshot – Choose Payment Date

Note: If you’re scheduling for a future date, ensure it complies with any agency or cut‑off times used by your firm to ensure timely remittance.

Choose the Funding Account

  1. Select the Bank account that will fund the payment.

  2. If left empty the client can assign a bank account during the approval process.

    06_choose_bank_account

Review & Schedule

  1. Review the summary: client, tax type, amount, payment date, and funding account.

  2. If everything looks correct, click Continue.

Verify the Scheduled Payment

  1. After confirmation, you’ll see the payment listed under Tax Payments.

  2. Go to Tax Payments → To view Upcoming Payments to view, track, or manage scheduled items (options may include cancel or edit, depending on timing and policy). or view Payment History to view past payments.

    Screenshot – Scheduled Payment / Upcoming List


 

Watch the full walkthrough: