TaxWare | How to send bulk emails after August 2019 update (TaxWare 2.2.5.22)

  Answer:

• Select Process | Provisionals | Print/Submit
• Continue through the Print/Submit Provisional dialog by selecting Next

 

• Complete all the applicable filters on the Provisional Returns Filter
• Complete the email body which should be sent out to the Taxpayers by right-clicking on Body | Insert Field | Taxpayer Name
• You may copy contents of the Client Letter and edit as required, remember to make use of placeholders.

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