This function lets you view, add, update and delete activity statement account email addresses.
This email address will be used to send your client email notifications advising when their activity statements are available.
Ensure you don't include your practice or own email address as we can't issue activity statement email notifications to agents.
To set activity statement lodgment preferences, see Activity statement lodgment notifications under Communication preferences.
To view a client's email details:
- select a client
- select Profile then Email addresses
- select Filter to refine email addresses by account number.
To add or update a client's email details:
- select Add or Update next to the relevant account
- enter the email address
- select Save to confirm the change.
You can add or update an email address for up to 25 activity statements at a time when you select the Apply this to additional email accounts check box.
To delete a client's email address:
- select Delete next to the relevant account.