View tax payments across all clients

This article applies to firms using the Remitian integration with Aiwyn.

See every client's tax payment obligations synced from Remitian in one list, and narrow it to what needs attention.

Before you start

• Your role needs the View Tax Payments permission.
• Payments appear in Aiwyn only after they are created in Remitian; allow up to 15 minutes for a new payment to sync.

Steps

1. In the firm portal's left-hand menu, open the module for your firm:
   • Aiwyn Practice: click Accounts Receivable.
   • Aiwyn Payments only: click Payments.
2. Click the Tax Payments tab.
3. To see what needs attention, click a status tile such as Overdue or Due Soon. The list filters to that status; click the tile again to clear it.
4. To find a specific payment, search by Contact name. This can differ from the name shown in the Taxpayer column.
5. To order the list, click a column header such as Due Date or Amount.
6. To work on a payment, click Go to Remitian and open the client there. Changes are made in Remitian and appear in Aiwyn on the next sync.

Related

• View a client's tax payments
• Tax Payments views in the firm portal
• Tax payment status reference