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How to make a scheduled payment from a balance

Step 1:

On your dashboard select ‘Pay’ from the ‘Quick nav’.

Step 2:

Select your intended payee.

Step 3:

Add a reference (such as an invoice number).

Step 4:

Choose the currency account you wish to debit, and either populate the sending amount or the receiving amount depending on your needs.

Step 5:

Select ‘Pay on a specific date…’ and select the desired date from the box.

Step 6:

Select ‘Scheduled FX’ from the exchange rate selection (where applicable).

Authenticate your payment via the Authy app.

Step 7:

Please review all your payment details and select ‘Confirm payment’.

Step 8:

Once complete, you’ll see a screen confirming that your scheduled transaction has been booked.

Stream A

Death, taxes and expanding to the U.S.

This session will cover the basics of what your key tax obligations are and answer questions

such as:

  • What are the biggest mistakes businesses make when expanding to the US (from a tax perspective)?
  • How to avoid penalties: what happens if you don’t comply? How to stay ahead of changing regulations?
  • How to keep tax compliance from being a bottleneck?
  • What resources or tools can businesses use to manage tax compliance without an in-house expert?
  • At what stage should businesses invest in tax automation software?
  • How can automation help prevent tax errors?