What is a Tax Account Connection?
The Tax Account Connection feature allows firm users and tax practitioners to securely connect a client’s tax authority account (e.g., IRS or applicable jurisdiction) to the Remitian platform. Establishing this connection enables Remitian to validate tax information and allows payments to be scheduled and submitted successfully.
This feature is available on the US instance of Remitian ONLY.
This feature is particularly important when firms manage tax payments on behalf of their clients and is required when using the Taxpayer Representative functionality.
Connecting a client’s tax authority account allows Remitian to:
- Validate taxpayer account details directly with the tax authority
- Enable accurate tax payment scheduling
- Reduce payment errors and rejected remittances
- Allow firm users to manage tax payments on behalf of clients
- Streamline approval workflows and compliance verification
Without a Tax Account Connection, payment processing may be delayed or require additional client action before approval.
Relationship Between Tax Account Connection and Taxpayer Representative
When Taxpayer Representative Is Enabled
If your firm enables Taxpayer Representative, you can:
- Connect tax authority accounts on behalf of your client
- Create and schedule tax payments without requiring the client to complete the connection themselves
- Manage ongoing tax remittance activity more efficiently
In this scenario, completing the Tax Account Connection becomes mandatory to ensure payment authorization and validation can occur properly.
When Taxpayer Representative Is NOT Enabled
If Taxpayer Representative is not enabled:
- The client (taxpayer) can complete the Tax Account Connection themselves
- The connection will be requested during payment approval
- Payment scheduling may pause until the client completes verification
When Should Firms Complete the Tax Account Connection?
Firms should complete the Tax Account Connection when:
- Acting as the authorized Taxpayer Representative
- Creating or scheduling payments on behalf of clients
- Managing multiple client tax accounts within Remitian
- Helping clients reduce approval steps during payment processing
How Tax Account Connection Supports Payment Approvals
When a tax payment is scheduled, Remitian verifies taxpayer details with the connected tax authority account to ensure:
- Tax account numbers are valid
- Tax types match authority records
- Payment data is accurate and compliant
This validation helps prevent processing failures and reduces the risk of penalties or delays.
Best Practices for Firms
To ensure smooth payment processing:
- Confirm you have proper authorization from your client before connecting tax accounts
- Enable Taxpayer Representative when your firm manages remittances directly
- Verify all tax account details before scheduling payments
- Encourage clients to maintain up-to-date tax authority credentials
- Review connections periodically for accuracy and compliance
Need Help?
If you experience issues connecting a tax authority account or confirming authorization, contact the Remitian support team for assistance.