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Can I attach a TaxCalc document such as a set of Accounts or Tax return to an Email I am sending to my client from within Communications Centre?

Article ID: 3223
Last updated: 25 Nov, 2021

Yes. Although we strongly recommend that when sending TaxCalc documents to your clients you use Document Manager and eSign Centre where possible. 

However, should you wish to send a TaxCalc document as an attachment to an Email you will need to generate the document and save externally.  Once saved, you can then attach to your email using the paper clip icon from within Send Message. 

Please note: TaxCalc will not store a copy of the file but will show the File name for reference purposes. 

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

Article ID: 3223
Last updated: 25 Nov, 2021
Revision: 3
Views: 113
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