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How do I populate an Email with tax information from a previous tax year?
Within Send Message you can populate your email with tax information from the current or historic tax years. Within the message content field under Create message a Tax Year field is available (adjacent to the Seach tokens field). The Tax Year selected here will determine what the CURRENT tax...
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29 Mar, 2023
Views: 127
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Set up Mailboxes for Communications Centre
TaxCalc’s Communications Centre allows you to add and authorise your own mailbox system(s) within the TaxCalc Admin module and then use those mailboxes to generate and send emails from within TaxCalc. Adding your own Mailbox(es) into TaxCalc, as well as the means of sending emails, can differ...
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27 Mar, 2024
Views: 125
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Why can I not see Request records for Accounts within Automated Message Settings?
Request records for Accounts, Tax CT and Confirmation Statement are only currently available for Limited Companies. These options will not appear within Automated Message Settings for other client types. Automation types are available for specific client types as follows: Request records...
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29 Mar, 2023
Views: 98
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Communications Centre Notifications
Within the TaxCalc Notifications Panel you will receive the following notifications when: a scheduled message that is waiting in the pending queue becomes due. request for records/reminder emails are generated and are waiting in the pending queue. all users with a Communications Centre...
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23 Mar, 2023
Views: 98
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Why does the Pending record requests widget Total not match the number of records within the Pending queue?
The Pending record request widget includes all messages which have been generated via Automation. Each type of Pending records request is then shown as a separate total. The Pending queue will also include Scheduled messages, generated when selecting Sent Later from the Send Message...
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29 Mar, 2023
Views: 89
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Can I attach a document to an Email I am sending to my client from within Communications Centre?
Yes. Within the Send Message screen, with the Create message tab selected: Select the paper clip icon. From the Select file to attach dialog, browse then select your file. Select Open. The name of the attachment will appear at the bottom of the message. Please...
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29 Mar, 2023
Views: 85
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Setting up a Microsoft mailbox in Communications Centre
Please Note: This email provider option covers all Microsoft mailbox types (Office 365, Outlook, Hotmail, Live and so on). If you have already added any accounts using the Outlook (legacy) and Office 365 (legacy) options, you should change them to this provider type and re-authorise them as the...
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27 Mar, 2024
Views: 83
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Why can’t I see the Firm (Office) email address within the From field?
If you are unable to find the Firm email address in the From field within Send Message, it could be for the following reasons: It hasn’t been created It hasn’t been validated The user hasn’t been granted access Go to Communications Summary and click Firm emails. Click Not...
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29 Mar, 2023
Views: 78
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Tips and Tricks Home Page
Communications Centre These articles provide you with tips and tricks you can use within Communications Centre. Using Custom Field Tokens in Communications Centre Request Records Reminders Communications Summary Widget Counters and Statuses Communications Centre...
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07 Dec, 2023
Views: 77
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Why does the Automations widget on Communications Summary show a different number of clients as inactive for each type of automation?
Automation types are available for specific client types as follows: Request records for Accounts = Limited companies Request records for Tax CT = Limited companies Request records for Tax SA = Individuals, Partnerships, LLPs and Trusts Request records for VAT = Limited companies,...
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29 Mar, 2023
Views: 77
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Can I attach a document to an Email I am sending to my client from within Communications Centre?
Yes. Within the Send Message screen, with the Create message tab selected: Select the paper clip icon. From the Select file to attach dialog, browse then select your file. Select Open. The name of the attachment will appear at the bottom of the message. Please...
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29 Mar, 2023
Views: 73
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Communications Summary Widget Counters and Statuses
From the Communications Summary screen you can see all your communications activity at a glance. No email addresses - the number of clients and contacts that do not have an email address. Emails – the number of emails that have been sent or are scheduled, plus any pending requests and...
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23 Mar, 2023
Views: 68
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Why are my Office emails and User emails widgets showing a Status of Not set/Not verified?
The Status column on the Office emails/User emails widgets will show as follows: Not set = An Office/User exists within Admin Centre but has not had an email account added within Outgoing Email Settings Not verified = An Office/User has had an email account added within Outgoing Email Settings...
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29 Mar, 2023
Views: 57
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Why is the Automations widget showing Practice state equals ‘Off’?
Automation is available for Record requests for Accounts, Confirmation Statement, Tax CT, Tax SA and VAT. Each type of automation needs to be activated via Admin before being activated on your clients. To activate select the Automation button at the top of the Communications Summary screen. ...
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29 Mar, 2023
Views: 55
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Adding Tokens to an Email Subject in Communications Centre
A token can be used to populate an email with client information. Tokens are available for client personal/business information and a selection of tax values. Simply select the relevant options from the Token dropdown list. The tokens will appear by default inside the email body, but you can...
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04 Jul, 2023
Views: 55
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