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Open Remitian from Aiwyn

Maggie Shipley
Updated

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

Jump from the firm portal into Remitian's firm console without a separate Remitian username and password, to create, approve, or investigate a tax payment.

Before you start

  • Your role needs the Access Remitian permission. Without it the button is disabled.
  • Allow pop-ups from Aiwyn in your browser; Remitian opens in a new tab.

Steps

  1. In the firm portal, open Payments → Tax Payments, or open a client's Tax Payments tab.
  2. Click Go to Remitian.
  3. Remitian opens in a new tab on its Clients page. Complete the SMS two-factor verification each time you use Go to Remitian; after you verify, Remitian signs you in as your firm user.
    • The first time you do this, Aiwyn sets you up as a firm user in Remitian using your Aiwyn name and email address.
  4. From the full Clients list, open the client you need. Go to Remitian does not open a specific client directly. Each client has Tax Payments, Tax Files, Bank Accounts, Tax Accounts, and Payment History tabs.
  5. Make your change in Remitian. It appears in Aiwyn within about 15 minutes.

If Go to Remitian does not sign you in

  • If Remitian asks for a verification code and none arrives, wait a minute and try Go to Remitian again.
  • If it still fails and you have set a Remitian password, sign in to Remitian directly with your Remitian email address and password, then contact Aiwyn Support.

Related

  • Tax payment permissions
  • View tax payments across all clients

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