How To Set Up A Taxpayer To Pay Automatically

If a taxpayer wants to pay automatically, transfer to Account - Auto Pay and define the source of the funds and the taxpayer's account or credit card number.

Optionally, if automatic payments are for SEPA direct debits, transfer to Account - Direct Debit Mandate and specify the taxpayer's SEPA bank account information.

Refer to SEPA Direct Debit Mandate for more information on SEPA mandates.