Send E-file Confirmation to Client

Overview

To communicate to our client that their tax returns have been successfully accepted by the tax authorities.

Video Training

Tools Required

Proconnect

Gmail

Procedure

Download E-file Confirmation from Proconnect

1. Login to Proconnect
2. Click the E-file Dashboard from the blue left menu.
3. Click the client's name from under the Accepted tab across the top. (**NOTE** Be sure to select the client's name under the Return Name column, as shown in the video)
4. In the top right corner, click the blue Return Actions button.
5. Select Efile Confirmation Letter from the dropdown box.
6. In the new window click the printer button to save the letter.
7. Choose Save to Google Drive from the destination dropdown menu.
8. Click the Advanced Settings button.
9. Type "Client Name 20XX E-file Confirmation" in the Google Drive File Name box.
10. Click Save.

Send E-file Confirmation Letter to Client

1. Login to Gmail, using the credentials shared with you in LastPass.
2. Click the + Compose button at the top left.
3. Enter the client's e-mail address.
4. Click the three dots in the bottom right corner.
5. Select Templates.
6. Select E-file Confirmation.
7. Select the triangle Google Drive icon from across the bottom.
8. Find and select the file you saved previously.
9. Click the Attach button in the lower right corner.
10. Click the blue Insert button.
11. Click Send.
12. Mark the task Complete in Asana.