scoutoreo.blogg.se - Send email from tap forms

Send email from tap forms how to#
Send email from tap forms download#

If your client's registered delivery preference is paper, we will continue to send paper instalment notices.

select the Time period and then Search – this will display the list of clients and their Digital Activity Statement Notice.

then select Activity statements tick box, and deselect Communications tick box.

select or deselect All Clients depending on what you want to view.

Send email from tap forms download#

To view and download a client's digital activity statement notice from the agent home page:

You can view and download a digital activity statement notice for quarterly GST and PAYG instalments (forms R, S and T) for your clients who lodge activity statements electronically.

select Print friendly version to print or save a copy.

select Download CSV – a new window will open with the search results as an Excel spreadsheet.

then Search – results will be displayed.

select Time period using the drop-down menu – Last 24 hours Last 7 days Last 30 days Last 5 years (client summary only) or Choose dates.

Activity statements – Digital Activity Statement Notice – Digital quarterly GST and PAYG instalment notices.Communications – list of available digital correspondence sent to your clients.if searching for multiple clients you can only use the same identifier type, TFN or ABN – you can use a combination of the identifier and name.for up to 3 clients deselect All clients and type the client identifier.select or deselect All clients depending on the communications you want to view.select Communication then Communication history.To view your communication history, from the agent home page: To view a client's communication history, see Communication history – client summary. However, the correspondence will be available in Client Mail and Communication history in Online services for agents and Communication history in the clients myGov Inbox. If you set communication preferences for your client to your practice, then the client won't get an email or SMS notification from myGov. If your client registers for a myGov account and links it to the ATO, they will get an email or SMS notification from myGov to let them know there are new messages in their myGov Inbox. We'll continue to add more communication types to enhance this function further. These will continue to be sent by post and won't be viewable in Communication history. Some communications cannot be sent digitally. ATO Online – used to send a digital copy of a statement of tax record and digital activity statement notice.agent digital – used to send digital communications to Online services for agents when you have set up Communication preferences to your practice.The Communication history gives you access to view available digital correspondence we send to your clients via the following channels: Note: You can also check Communication history for communications sent to your clients including other communication types such as SMS and paper that you won’t receive in your Client mail inbox. To view communications where the communication preferences are set to your practice, select Communication then Client mail. These communications are also available in the Communication history.Ĭlient mail can also be added as a feature on the agent home page. The Client mail inbox lets you view your clients' communications that have been sent to you digitally when your clients’ communication preferences are set to your practice.

Send email from tap forms how to#

How to view and send within the Communication menu.