Email payment notices

You can email a tax payment notice (letter) for a single entity. For details on setting up, managing your payment tasks and reviewing the payment notices prior to emailing them, please refer to the articles below:

1. Payment tasks setup
2. Manage payment tasks
3. Print and review payment notices
4. Bulk manage entities

Check Email Contacts

1. Go to Settings > Entity Management.
2. Check that the contacts and their email addresses are correct. This is where the email will be sent to.
3. Check that the manager is correct. The manager’s email is where the email will be sent from. The manager will also be cc’d in the email.

Note that only Administrators can update, add or re-assign Contacts and Managers.

Email a Payment Notice for an Entity

Once you have reviewed the payment notice and are ready to email it, please follow the options below.

Here are some details about the email:

• The payment notice is included as an attachment to the email.
• The default template and address, as set by your firm, are used, unless you have printed that payment notice using a different theme or address previously.
• The email is predefined and set up by your firm, please contact your administrator if you would like to update it.

Option 1: From the Payment Workflow Screen

1. Under Workflow > Payments > select the relevant date.
2. Click on the cog and choose the Send by Email Details view. You can easily check the addressee, email, template (under Theme) and address (under Office) used.
3. Select the relevant entities. If you choose more than 1 entity, the payment notice attachments will be included in the same email if the contact is the same.
4. Click on Edit.
5. Change the Progress to Ready to Send and save the changes. Click on the Send by Email button and the email should then be delivered within 10 minutes.
6. Once the email is sent, the Progress will automatically be updated to Sent and the Email status to Delivered.
7. If there is an error, please check the email address again and resend the email by setting the Progress back to Ready to Send and click the Send by Email button.

Option 2: From the Payment Task Screen

1. Open the payment task.
2. Under Task, change the Progress to Ready to Send. Click on the Send by Email button and the email should then be delivered within 10 minutes.
3. Once the email is sent, the Progress will automatically be updated to Sent and the Email status to Delivered.
4. If there is an error, please check the email address again and resend the email by setting the Progress back to Ready to Send and click the Send by Email button.