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Clients · Octotax for Accountants

Tax to pay

Tell clients exactly what to pay HMRC, by when and how, with reminders.

  1. On a client's Client area tab, under Tax to pay, choose Add: the kind (Corporation Tax, Self Assessment, payment on account, VAT, PAYE), the amount, due date and payment reference.
  2. Publish it. The client sees "Pay £4,210 by 31 January" with how to pay HMRC and a copy button for the reference.
  3. Clients get reminders 7 days and 1 day before. They can mark it paid, or you can.

Emails and phone notifications never include the amount or the reference: they say there's a payment to see.

Still stuck?

Contact support: [email protected], we aim to reply within one working day.