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Send Tax Returns to Clients

Overview

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.

Please Note:

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.

 

Steps

  1. Sign into the SmartVault Online Portal
  2. On the left side of the screen, Right-Click on the blue globe  icon. 
  3. Click on View Dashboard


     
  4. Then Click on Send To Clients


     
  5. Click on Send Tax Returns


     
  6. The Send Tax Returns window will load and it should appear similar to the screenshot below. Check the boxes next to the client(s) you want to send the Tax Return email to.
    * Notice the two columns that say "Printed to SmartVault".  Make sure it says Yes in one or both columns (depending on your Tax Return email template); otherwise the Tax Return email will not send.


     
  7. Click on the  icon once you have select the client(s) you want to send the Tax Return email to. The  icon will not appear unless you have selected at least one client.


     
  8. It will ask you to confirm, click OK, and it will display that it has been submitted and you may click Close

     
     

Considerations

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:

  1. That the Client Copy and/or the Government Copy of the client's tax return have been printed to SmartVault BEFORE you attempt to send the Tax Return email.
    • The default Tax Return email template includes links to both the Client and Government Copies of each client's tax return, so a copy of each must be printed to SmartVault for the Send Tax Returns process to work.
    • You can edit the Tax Return email template so that SmartVault only checks for one copy of the client's tax return by removing all embedded links in the email to the Client or Government Copy as desired.
       
  2. The client's email address has been entered in SmartVault. 
    • Incomplete or incorrect email addresses will prevent SmartVault from sending emails.
       
  3. SmartVault will check to see that the Government Copy and Client Copy are properly tagged through Lacerte/ProSeries integration or through the Auto-Filer.
    • This prevents 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.
       
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