If you have any queries setting up the SMTP details in TaxCalc, please contact your IT team in the first instance. You can also review the following:
The information in this article is to provide guidance on what may be required. If you need any further assistance, please contact your IT team, or review the specific provider setting requirements from your email providers website.
When entering your SMTP settings within TaxCalc > Admin Centre, for either your Firm (Office) or a specific User, depending on your email provider settings, the SMTP Email password may require an App Password rather than your email account password.
This is typically if the email provider is using Two Factor Authentication.
To create an app password you will need to review your email account settings.
If you are trying to verify an Microsoft Office 365 email address in TaxCalc, please perform the below steps to enable Authenticated SMTP, before creating an app password:
How to Enable Authenticated SMTP on a Microsoft 365 account:
If you are using Microsoft Office 365, you can create an App Password by performing the below steps.
Note: App passwords don't always work immediately, so if it doesn't work straightaway when trying to verify your email address in TaxCalc, please try again shortly afterwards to see if it then works.
If the App Password still does not work after further attempts, please delete the TaxCalc App password and try creating then using a fresh app password to verify your email address in TaxCalc.
If you don't have administrator rights to the Microsoft Office 365 account, your IT team / Microsoft 365 account administrator will need to perform the below steps:
If you are using a Microsoft Outlook account, you can create an App Password by performing the below steps:
Please note: The location of the app password setting varies per licence type. Therefore, we strongly advise you refer to your email providers support information about Two Factor Authentication and App Passwords.
For more information on app password settings, please refer to your email providers website for support. For example:
For more information on Communications Centre, please see KB3199 Communications Centre: Collateral.