This article will explain how to send an automated Tax Return email to your clients with embedded links to their tax returns using the Send Tax Return workflow within the SmartVault Dashboard.
The Send Tax Return workflow allows you to see at a glance which of your clients' tax returns have been printed into SmartVault and which clients have been sent the Tax Return email.
If your Tax Return email template includes links to both the Government Copy and Client Copy of the client's tax return, then both copies must be printed into SmartVault BEFORE you send the Tax Return email or you will get an error and the email will not send.
SmartVault will check to see that the Government Copy and Client Copy are properly tagged through Lacerte/ProSeries integration or through the Auto-Filer to prevent end clients from receiving links to files that do not exist in SmartVault. Simply dragging and dropping the client's tax returns into the correct folder will not work; they must be properly identified and tagged by SmartVault for the Sent Tax Return process to work.
You may encounter an error while trying to send a Tax Return email to one or more clients. SmartVault will show you under the "Details" link next to each client's name what caused the error. The most common errors are due to missing email addresses or tax returns not being printed into Smartvault.
To resolve these issues, make sure: