Prepare a return

Generate declarations

Creating merged declarations

Select the declaration you want to merge with employee details.
note
Before you begin, the declaration should have been edited and merge fields added.
You have 2 choices:
  • Create declarations for any employee
  • Create a declaration for a group of employees

Send a declaration to an employee

  1. Click the
    Generate
     button
  2. The employees that are listed for the selected declaration type are drawn from the associated benefit workpaper, or when the corresponding declaration has been selected in the Employee workpaper.
  3. Select Search.
  4. Filter the listing to one or more employees and select
    Apply
     .
  5. Select the
    Generate Letters
     button.
  6. Follow the wizard steps until you get to
    Elect a method for publishing the declaration
     .
    note
    Each employee record must have a valid email address and you must use a valid reply-to address to receive bounce-back confirmations. Also, be careful, test the sending to yourself or a work colleague before sending to employees.
  7. Click
    Next
     and when the end of the wizard is reached click
    Generate
     .
  8. Save the PDF with a custom file name.
  9. Merge to PDF and email.
  10. View the results in the PDF.
Sending emails
If you intend to generate more than 2,500 emails in one go, you should consider generating the Declarations in smaller batches of up to 2,500.
ONESOURCE Fringe Benefits Tax uses an email server for sending emails from a Thomson Reuters mail account. The 'Reply-to' address you enter is used for bounce-backs and for employees to reply directly to your 'Reply-to' address.
ONESOURCE Fringe Benefits Tax creates a log of those employees you attempted to send the letter via e-mail and sends this list to the 'Reply-to' mailing address (see below), as well as a list of those it was unable to e-mail (for example, the
Email Address
 column in the Employee workpaper was blank or the email address was obviously invalid, such as bob.smith@@acme.com).
If an email fails to send a bounce-back message will be generated and sent to the 'Reply-to' mailing address.
note
We can't always confirm whether the email address has worked but we do check that is it not blank or invalid.
Sending a Declaration to a set of pre-determined employees
The employees listed to receive a specific declaration type can also be drawn from the Employee workpaper. Select
Yes
 under the various
Declaration
 columns in the Employee workpaper.

This article applies to:

  • Product: ONESOURCE Fringe Benefits Tax