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Give staff access to tax payments

Maggie Shipley
Updated

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

Let a staff member see tax payments in the firm portal and, if they need it, open Remitian from Aiwyn.

Before you start

  • You need to be able to edit roles in your firm's settings.
  • Decide which staff only need to see tax payment status and which need to work in Remitian. Staff given Access Remitian are set up as firm users in Remitian the first time they use Go to Remitian.

Steps

  1. In the firm portal, open Settings and open the role you want to change, or create a new role.
  2. In the Payments section of the role, turn on View Tax Payments.
  3. For staff who will create, approve, or investigate payments in Remitian, also turn on Access Remitian at Editor level.
  4. Save the role and assign it to the staff member.
  5. Ask the staff member to sign out and back in to ensure the updated permissions take effect, then open Payments → Tax Payments to confirm the tab appears.

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