Settings: Saved Messages

The Saved Messages section allows you to create, preview, and change saved message templates that you can apply while processing a return. Saved message sections: 

• Saved Messages: The message appears after the taxpayer authenticates and clicks to begin. 
• Attachment Instructions: This message appears in the Review > Attachments section on the taxpayer side (if attachments are included with the return).
• Paper File Instructions: This message appears before the taxpayer views their paper file return (if paper file returns are included with the return). 

Note:

System Admins are the only users who can access the Settings menu.

Accessing Saved Messages

1. Click Settings.
2. Click Saved Messages.

Creating Saved Messages

1. Click the blue plus button next to Saved Messages, Attachment Instructions, or Paper Filed Instructions.
2. Enter the Name of the message that appears for firm users during processing. 
3. Enter the message text to display to the client.  HTML format options are available.
4. Check Allow users to edit before sending to allow users to edit the message in the Delivery Options tab during processing. 
5. Click to expand the Show Variables List to include fields in the message that automatically fill with relevant taxpayer data.
6. Turn the Default toggle to On to make this message the default for all returns during processing.
7. Click Add to finish the Message and return to the Saved Messages screen.

Editing Saved Messages

1. Click on the Name of a Saved Message to highlight it in blue.
2. Click on the Edit Message icon to open the Edit window.
3. Follow Steps 3-9 to edit a Saved Message.
4. Click the delete icon to remove the message highlighted in blue.