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Category: TaxSlayer Pro Premium

Emailing A Tax Return

The TaxSlayer Pro Premium Package offers the ability to email an encrypted, password protected PDF to your client using Paper Cut.


Instructions for emailing an encrypted copy of a tax return using Paper Cut

From the Main Menu of the Tax Return (Form 1040) select:
  • Personal Information
  • Name and Address
  • Be sure the E-Mail Address has been entered for your client
  • Exit to the Main Menu of the Tax Return
  • When you are finished with the return, press the < ENTER > key on the Form 1040 Main Menu or select the 'Exit' button.  When you exit the return you will be at the Receipt Menu.
  • On the Receipt Menu select Client's Media Type and choose E-Mail
  • Exit the Receipt Menu.  You will be asked 'Do You Wish to Print the Return to PDF?'  Select 'YES' and Select the Print Option.  When the PDF generates on the screen, close the PDF.

From the Main Menu of TaxSlayer Pro select:
  • Icon at the top of the screen
  • Select E-Mail - Double-click the client you would like to email
  • Send To: This e-mail address will automatically populate based on the email entered in the client's tax return (May be edited by left-clicking inside the box and deleting / adding information.)
     
    From: The e-mail address entered in the Premium Configuration Menu (May be edited by left-clicking inside the box and deleting / adding information.)
     
    PDF to Attach... All the information stored in the client's file will appear in the dropdown menu.  Choose the file you want to add.
     
    Attach PDF # 2... If you want to add more than one file choose the file from the dropdown list.
     
    Rename PDF To: Paper Cut automatically assigns the filename as 20XX Tax Information. (May be edited by left-clicking inside the box and deleting / adding information.)
     
    PDF Password - When your customer opens the file, they will be prompted to enter a password to access the PDF file.  The password is pre-programmed to be the last four digits of the client's Social Security Number. (May be edited by left-clicking inside the box and deleting / adding information.) 

    Subject Line and Body of E-Mail - The text may be edited by left-clicking inside the box and deleting / adding information.  When you are ready to submit the tax return of his client by e-mail, select 'Send'.  If you are sending your e-mails through TaxSlayer Pro, the e-mail will be transmitted through our secure servers and then sent to the client.  Your client will NOT be able to reply back to the e-mail you send through TaxSlayer Pro secure servers.

NOTE
: XX or 20XX - represents the year, i.e. 16 or 2016




Last Updated: 3/15/2017


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