This article applies to firms using the Remitian integration with Aiwyn.
Check a client's tax payment obligations and statuses from the firm-wide tax payments list, for example when the client calls to ask whether a payment went through. In the initial release, tax payments are available only under Payments → Tax Payments, not on the client record.
Before you start
- Your role needs the View Tax Payments permission.
Steps
- In the firm portal, open Payments → Tax Payments.
- Search for the client's contact by name to find their tax payments.
- Find the payment in the list and check its Status.
- If the client just paid and the status has not changed, allow time for the payment to sync and refresh the page. Aiwyn does not currently show when the last sync occurred; do not look for a Last Synced column.
- To see the full detail or make a change, click Go to Remitian and open the client there.
If a contact is attached to more than one client in Aiwyn, their payments may appear under a different client than you expect. Search by the contact's name in the firm-wide Tax Payments list rather than relying on the client association.
Related
- View tax payments across all clients
- Find a tax payment that is missing or out of date in Aiwyn
- Tax payment status reference