---
title: Scheduling a Client Payment on the Remitian Dashboard
description: Learn how to schedule a client payment in the Remitian Dashboard with step-by-step instructions, screenshots, and tips for selecting clients, entering tax details, and scheduling upcoming payments.
---
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# 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**.
****
2. Click **Add Payment** (or use the **Tax Form Import** tool).
****
#### 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.
****
#### 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:
- [Accounting Firms](https://help.remitian.com/accounting-firms?hsLang=en#main-content)
- [Account Management](https://help.remitian.com/accounting-firms?hsLang=en#account-management)
- [Payment Management](https://help.remitian.com/accounting-firms?hsLang=en#payment-management)
- [Client Management](https://help.remitian.com/accounting-firms?hsLang=en#client-management)
- [APIs](https://help.remitian.com/accounting-firms?hsLang=en#apis)
- [Tax Payer](https://help.remitian.com/tax-payer?hsLang=en#main-content)
- [Payment Management](https://help.remitian.com/tax-payer?hsLang=en#payment-management)
- [Account Management](https://help.remitian.com/tax-payer?hsLang=en#account-management)
- [Frequently Asked Questions (FAQ)](https://help.remitian.com/frequently-asked-questions-faq?hsLang=en#main-content)
- [Account Management](https://help.remitian.com/frequently-asked-questions-faq?hsLang=en#account-management)
- [Payment Management](https://help.remitian.com/frequently-asked-questions-faq?hsLang=en#payment-management)
- [KYC & KYB Frequently Asked Questions](https://help.remitian.com/frequently-asked-questions-faq?hsLang=en#kyc-kyb-frequently-asked-questions)
- [Changelog](https://help.remitian.com/changelog?hsLang=en#main-content)
- [Remitian](https://help.remitian.com/changelog?hsLang=en#remitian)
- [TaxPay](https://help.remitian.com/changelog?hsLang=en#taxpay)
- [Video Library](https://help.remitian.com/video-library?hsLang=en)
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