You can use the Tax Notices page to email a tax notice directly to your client if:
the tax notice has been approved
the client has a valid email address defined.
Tax notice emails are generated using a predefined email template. You can define multiple templates to cater for different situations. For help in setting up your email templates, see Working with emails.
The tax notice will be attached to your email as a PDF document and it will include the 901DL format so that clients can print it on plain paper. A copy of the email and tax notice will be saved to the Documents folder for the client.
You can send an email to a single client, or select a range of clients and automatically send each selected client their tax notice in an individual email.
- select one or more tax notices by clicking the checkbox at the start of each relevant row. Selected rows will show a tick in the checkbox.
- select all tax notices displayed in the list by clicking the checkbox in the heading row. All rows will show a tick in the checkbox.
Tax notices are emailed to the client’s tax email address if it is present; otherwise, they will be emailed to the client’s primary email address.
Use the filter and grouping options to help you find the tax notices you want to email.
Tax notices will be emailed to the client’s tax email address if it is present; otherwise, they will be emailed to the client’s primary email address.
For more information on emailing selected tax notices, see Emailing a tax notice.