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SMTP Setup Information

Article ID: 3212
Last updated: 11 Oct, 2022

SMTP stands for Simple Mail Transfer Protocol (SMTP) which is an internet standard communication protocol which allows you to send outgoing emails.

To send emails from TaxCalc you will need to set up your SMTP details so that TaxCalc can connect to your email account. Once complete, you will be able to send emails from within TaxCalc, either using your own email account, or your offices email account, depending on your user settings.

We also have a video guide for this setup which can be found here: 
Communications Centre – Email configuration

From Admin Centre > Firm Details > Edit Firm > Outgoing Email Settings, select Add to open the Add SMTP details dialog:

Email Provider

Your email provider will be whoever hosts your email. From the Email Provider dropdown list, we have provided some of the most common:

  • Gmail
  • Outlook
  • Office365

If your email provider does not appear in the list, then select ‘Other’.

SMTP Server, Encryption Type and SMTP Port

Once you have selected your email provider, the SMTP Server, Encryption Type and SMTP Port fields are automatically populated. However, we strongly advise that you confirm the details either with your IT team or on your email providers website.

If you have selected ‘Other’ you will need to manually enter your SMTP server details. Your IT team will be able to provide you with this information, or please refer to your email providers website.

Provider

Server

Port

Encryption Type

Gmail

smtp.gmail.com

465

SSL/TLS

Outlook

smtp-mail.outlook.com

587

STARTTLS

Office365

smtp.office365.com

587

STARTTLS

Please be aware that the details are subject to change via your email provider. You will also need to ensure that the Email password within SMTP details is managed if you change your email account password.

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?

If you need any further assistance, please contact your IT team, or review the specific provider setting requirements from your email providers website.

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

Article ID: 3212
Last updated: 11 Oct, 2022
Revision: 4
Views: 621
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