Setting up tax notice email and Portal task options - NZ

https://help.myob.com/wiki/x/c4FRB

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New Zealand only

The MYOB Practice Administrator can edit the default email and Portal task text that’s used each time that your practice sends tax notices to your clients. The Administrator can also edit the logo and footer that are included with the email.

The Administrator can also set a CC email address. When sending a tax notice by email rather than by Portal task, this lets your practice receive a copy of the tax notice email when it's sent to clients.

If you're sending an individual tax notice rather than multiple tax notices in bulk, you can also edit the text once-off when you click Send to client from the Tax notices page.
You may also want to set up folders in Microsoft Outlook with rules to divert the email to that folder.

To set tax notice email and Portal task options

Ensure you’re logged in as the MYOB Practice Administrator.
In MYOB Practice, on the left menu bar, select Settings () and choose Compliance. The Settings and templates Compliance page appears.
In the Tax notices tile, to the right of the Email section, click Edit.
To receive a copy of tax notice emails sent to your clients, or to set the email address used when you preview the email, enter an Email address to CC.
To edit the default email or Portal task text that's used when you email tax notices to your clients, edit the text in the Cover email text section.

See Options when editing default email text above to learn about using field variables and HTML elements.
If you want to preview the email or Portal task output, click Email me an example. The email is sent to the email address in the Email address to CC field.
Click Save at the bottom of the page.

If you made a mistake and saved over the default email text, don't worry! You can paste the following copy of the default text back into the Cover email text field:
Dear clientName,We're quickly approaching the due date for taxNoticeType.Your instalment amount is noticeAmount, payable to Inland Revenue by dueDate. Please pay this amount on or before the due date.

Options when editing default email text

Text displayed {{in brackets}} indicates a field variable, which automatically inserts text, like the client name, into the email or task output in place of the field.
When editing the Cover email text, field variables are indicated by purple text, and you can enter more using the Insert Field drop-down.
The Client Name and Mailing Name field variables insert data imported from your MYOB AE/AO desktop software, if it's available. If you use Mailing Name but there's no data available for this variable, the client name is inserted instead.
The other field variables insert the relevant data from MYOB Practice. For example, the relevant tax notice type for the tax notice being sent.

You can use HTML elements to apply formatting to the email text. For example, you can enter to create a new paragraph, or place a word between and to bold that word. Learn more about HTML text.

There’s an option to send yourself a sample email to preview what the output will look like.

Take the free MYOB Practice Tax online course

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