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Top Tips and Tricks
Here are a few tips and tricks to help you in TaxCalc! Communications Centre These articles provide you with tips and tricks you can use within Communications Centre. How do I edit an existing Mail Merge template? How do I generate a mail merge letter for a single client? ...
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01 Jul, 2025
Views: 11756
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Why can't I verify the SMTP Outgoing Email setting for Microsoft Office 365/Outlook?
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: KB 3212 - SMTP Setup Information KB 3200 - Outgoing Email Settings Setting up the Email Configuration Video The information in this article...
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29 Mar, 2023
Views: 10830
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How do I edit an existing Mail Merge template?
Existing Mail Merge templates often include some practice-specific information that you need to complete. You'll see this highlighted in yellow when you create a Mail Merge document. You can edit this standard text for future use by following these steps: Open Practice Manager from the home...
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03 Jun, 2025
Views: 9497
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Setting up an Office 365 or Outlook mailbox in Communications Centre
Setting up an Office 365 or Outlook mailbox in Communications Centre Please Note: The Outlook (legacy) and Office 365 (legacy) options are expected to stop working within TaxCalc as Microsoft plan to decommission some of their older APIs from 31 March 2024. For any Microsoft email account types...
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27 Mar, 2024
Views: 7870
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Setting up a mailbox for other email providers
Please Note: If you are setting up a Gmail or Microsoft email account (Office 365, Outlook, Hotmail, Live and so on) you should read the specific Knowledge Base article for your email provider: Link to main email providers KB article TaxCalc connects to your mailbox using Simple Mail Transfer...
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27 Mar, 2024
Views: 3605
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Outgoing Email Settings
For TaxCalc to successfully send emails from Communications Centre you’ll need to set up your SMTP details. You can specify default SMTP details for any shared practice email addresses for each office under Firm Details, allowing you to add multiple email addresses to the practice and users of...
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29 Mar, 2023
Views: 3602
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How do I import a letter template into Mail Merge?
When using the TaxCalc software, you may already have pre-established templates that you use for contacting you clients via email or post. This article will run through how to import your pre-existing templates and also modify the content to pre-populate data available. If you have pre-existing...
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02 Dec, 2024
Views: 3203
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Setting up a Gmail mailbox in Communications Centre
TaxCalc connects to your Gmail mailbox using Simple Mail Transfer Protocol (SMTP) Gmail which is an internet standard communication protocol that allows you to send outgoing emails from your email provider. To start sending emails from TaxCalc you will need to provide the details for your Gmail...
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27 Mar, 2024
Views: 3135
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Communications Centre: Collateral
TaxCalc’s Communications Centre allows you to create letters or emails for outgoing communications with clients of your practice within TaxCalc. You can also automate and schedule emails for key events as well as: Create and manage mailing lists Create message templates for email or mail...
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27 Mar, 2024
Views: 2980
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Why can't I verify the SMTP Outgoing Email setting for Gmail?
Some email providers may require you to turn off the secure app setting. Gmail, until recently, allowed this. However in order to successfully verify the TaxCalc SMTP outgoing Email setting using a Gmail account, you now need to have 2-Step Verification enabled on the Gmail account and then an app...
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13 Oct, 2023
Views: 2616
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Automated Message Settings
Automated Message Settings allows you to automate the process of requesting records and sending optional reminder emails for clients which automatically generates a message. These messages can either be sent individually or in bulk. You can schedule emails to be sent to clients and select to...
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02 Dec, 2024
Views: 2144
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Communications Centre – Authorising a Microsoft Account using OAuth
See KB3380 - Setting up a Microsoft mailbox in Communications Centre. This article covers the Microsoft authorisation journey and steps that may need to be taken by system administrators. When the authorisation journey starts, the Microsoft website should load within a TaxCalc window. ...
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27 Mar, 2024
Views: 1605
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Viewing eSign Activity in Communications Centre
Communications Activity in the client record is automatically updated to display emails sent to request signature and document signed. You can also view the signed document by clicking on the hyperlink on the Communications Activity screen.
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20 Feb, 2024
Views: 1551
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Communications Centre – Switch your existing Microsoft Accounts to the new provider type
If you have already set up any Microsoft mailboxes (Office365, Outlook, Hotmail, Live, etc) within Communications Centre, you may need to take action to continue to use them. The Office 365 or Outlook provider types have been re-named in TaxCalc Hub to Office 365 (legacy) and Outlook (legacy) and...
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27 Mar, 2024
Views: 1522
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File size limits for attachments when sending an email in Communications Centre
In Communications Centre if you receive the message 'You have reached the email file size limit for the email provider. Please attach a smaller size document', check the size of the file(s) you're sending. The limits are different depending on the service provider you use. Service...
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29 Mar, 2023
Views: 1363
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