TaxCalc supports the OAuth standard for authorising email for some providers. If the provider supports OAuth (currently Outlook or Office365) then you will see two options:
If TaxCalc (or the email provider) does not currently support OAuth then the simple authentication option is chosen automatically for you.
Authorising using OAuth Authorisation:
Admin Centre > Firm Details > New/Edit Office
Admin Centre > Users > New/Edit User
Setting up the SMTP details:
The Add SMTP details dialog is displayed.
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. Please see KB3193 - Why can't I verify the SMTP Outgoing Email Setting? for more details.
The SMTP server details should be automatically populated once the email provider is selected. If you have selected Other, you can manually enter them, for example, smtp-mail.outlook.com.
An Authorisation section is displayed.
An Authorise Mailbox dialog screen is displayed.
If the authorisation is successful, you are returned to the TaxCalc Add SMTP details dialog and the screen is updated with the message Successfully Authorised.
Please note: Depending on your set up, re-authorisation is due every 90 days. However, you will also need to reauthorise if authorisation fails.