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Emailing a tax notice

You can email the tax notice to your client from the Tax notice details view. For more information on how tax notices are emailed to clients, see Emailing tax notices to clients.


To email a Tax Notice
  1. Click TAX NOTICES > Send via email in the Tasks bar. The Send via email window opens if Microsoft Outlook is open. If Outlook is not running, you will be prompted to open Outlook before clicking Send via email again.

    If any of the selected clients do not have a valid email address, these will be displayed in a pop-up box, and an email will not be generated for these clients. Click Continue to proceed, or click Cancel to close the box.

  2. Select the Email template from the drop-down list.

    Click  to let you edit your templates or create a new one.
  3. In the Email account to be sent from section:

    1. The Company column lists the companies assigned to the contacts you have selected.

    2. The Email account column shows the email used for sending emails. A separate email can be assigned for each company in the list.
      To change the email, click the drop-down and select a new email. Emails in this list are retrieved from your Microsoft Outlook profile. We’ll remember the most recent email you selected.
      If you wish to use a different Outlook profile:

      1. Click Back.

      2. Close and reopen Microsoft Outlook.

      3. Select a different Outlook profile containing the email account you wish to send from.

      4. In the Mail Merge wizard, click Next, then click the Email account drop-down to see the new list of email accounts to email from.

  4. To configure the shared mailbox settings, click Configure a shared or delegate mailbox. The table in this window contains a list of manually-configured shared mailboxes.
    To create a new shared mailbox:

    1. Enter a name in Shared mailbox/On behalf of.

    2. In the Send using field, select an email from the drop-down list to assign an email to the shared mailbox.

    3. Press [Enter] to save the entry. The entry will now appear in the Email account drop-down.

      Make sure that the email account in the Send using column is authorised in Outlook. Click the How do I do this? link for steps on verifying your email.

    4. To delete a shared mailbox entry, highlight the row and press [Delete].
  5. Click OK to email the notices. The email is sent and the Tax Notice will be marked as sent.

    Do not close Microsoft Outlook during this process.

If an email cannot be sent

If an email cannot be sent (for example, due to internet connection issues), you will see a message box saying “We’re having trouble sending this email. Do you want to try again?”.

  • Click Try again to try sending the email again, or
  • Click Skip Remaining to cancel the emailing process.

If any emails weren’t sent successfully, a notification will display. Here you can open a log to help identify emails that weren’t sent out. Click Yes to open the log in a text editor and see which clients weren’t emailed successfully.

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