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Step-by-step Guide

Outgoing Email Settings

Article ID: 3200
Last updated: 29 Mar, 2023

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 the practice emails.

You can also specify SMTP details per user so that members of your practice can email clients and employees directly from Communications Centre too.

  1. Within Admin Centre select Firm Details.
  2. From the Outgoing Email Settings screen click Add to open the Add SMTP details dialog.

  1. Here you’ll need to choose your Email provider from the dropdown list:
  • Gmail
  • Office 365
  • Outlook
  • Other

Please note: Some email providers will require you to turn off the secure app setting. For example, when using a Gmail account, you will need to go to the Account Settings, Security and enable Less secure app access. However, for Gmail, if you are using app passwords this is not required. Please see KB3028 - SMTP Application Passwords for more information. 

  1. The SMTP server details should be automatically populated once the email provider is selected, but if not, you can manually enter them, for example,
  2. Enter the group email address you wish to use for the Email.

  3. Select the Encryption type:

  1. Enter the SMTP port, this is usually either 587 or 465.
  2. In the From name field, enter the name you would like the email to be from.

Please note: If you are using Office365 this field may be overridden depending on your Office365 settings.

  1. Then enter the Username and Email password.
  2. Once all the details are correct, click Email passcode to send a passcode to the specified email address which will verify that the setup details are working.

Please note: By clicking Email passcode you allow TaxCalc to send emails on your behalf and as a result you may be sharing sensitive information with this site or app. Read how TaxCalc manages your data on our term of privacy policy.

  1. Once you’ve received the passcode, enter the 6 digit code and click Verify.

  1. You’ll then see confirmation that the setup information has been verified.

  1. Click Save and close.
  2. If the information you’ve entered is invalid, a message is displayed advising that the SMTP details are incorrect.

Due to the security settings enabled on your email account you may need to setup App passwords, this process is detailed within the following articles. 

Why can't I verify the SMTP Outgoing Email setting for Microsoft Office 365/Outlook?

Why can't I verify the SMTP Outgoing Email setting for Gmail?

For more information on Communications Centre, please see KB3199 Communications Centre: Collateral.

Article ID: 3200
Last updated: 29 Mar, 2023
Revision: 5
Views: 1440
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