Clients · Octotax for Accountants
Tax to pay
Tell clients exactly what to pay HMRC, by when and how, with reminders.
- 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.
- Publish it. The client sees "Pay £4,210 by 31 January" with how to pay HMRC and a copy button for the reference.
- 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.
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