Navigation: Chosen Module > General Settings > Email Templates
Click here to watch how to configure emails
Click here to watch the SA100 Email Attachment Update
Please head to your chosen module either self assessment, accounts production or corporation tax.
Click on general settings, then email templates
To edit the template information for either SA100, 800, 900, Accounts Production or Corporation Tax, click on edit at the bottom of the page.
You can add tags by double clicking the desired tag on the right hand side
You can also copy and paste anything into the text box.
You can then save here
To send the email, click on the client, then the return, click on action and email
A pop up will appear with the email which will go to the client.
All the tagged information will be seen pulled through in the email
The correct form will be attached at the bottom of the email.
Note: Sending an SA100?-You can choose which attachment you would like to add either the SA100, SA302 or both!
Click send to email the client