Email Tax Forms

Overview

ProPay allows you to easily send quarterly tax forms to your clients via email. This feature streamlines communication and ensures your clients receive their tax information promptly.

Important Note

Tax forms must be printed before they can be emailed to clients.

Step-by-step Guide

1. Open ProPay.
2. From the tax forms drop-down menu, select View Email Multiple Returns.
3. You will see a screen displaying the following information for each client:
• Client ID
• Name
• Email address
• Name of the PDF file to be emailed
• Quarter ending date for the selected tax form
1. Select the clients you want to email:
• You can choose all clients or specific ones.
• Use the checkboxes next to each client's name to make your selection.
1. Click the Email button to generate and send the emails.

Key Points to Remember

• Each tax form is sent as a separate email.
• For example, a California employer will receive 3 emails:
1. DE9 form
2. DE9C form
3. 941 form

Troubleshooting

If you encounter any issues while emailing tax forms, try the following:

1. Forms not appearing in the list

• Ensure you have printed the forms first.
• Check if the forms are for the correct quarter.

2. Email not sending

• Verify the client's email address is correct.
• Check your internet connection.
• Restart ProPay and try again.

3. Clients not receiving emails

• Ask them to check their spam folder.
• Verify their email address in the system.

FAQ

Q: Can I customize the email message?

A: Currently, ProPay uses a standard email template. Customization options may be available in future updates.

Q: How do I know if the emails were sent successfully?

A: ProPay will display a confirmation message after the emails are sent. You can also check the sent items in your email client.

Q: Can I send forms for multiple quarters at once?

A: No, you need to select and send forms for each quarter separately.

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