Settings for client instructions

Access client instructions

Select
Settings
.
Select
Client Instructions
.

Client instructions overview

View the name of the message, with a brief description of where the message is located or when it is sent.
Select the
Add
button to add additional messages to the relevant field.
Get a list of all current messages that have been saved, listed by name.
Review a preview of the message.
Select the
Edit
button to make any needed changes to an existing template.
Select the
Delete
button to remove the selected message from the list.
Select the
Select Reminder
dropdown to select which reminder message to display/edit.

Add new instructions

Select the
Add Message
button to open a new window.
note
For
Reminders
select which reminder message to view/edit.
Select the toggle
Default
slider if the new instruction should be the default.
Enter the
Name
of the message.
Enter the
Subject
of the message.
Enter the
Text
in the body of the message.
note
Name
,
Subject,
and
Text
are required fields for the instruction to be saved.
Select
Variable List
to refer to bracketed variables that you can add to the Subject or Text to personalize the message, such as <TaxpayerName>, that will be auto-filled.
Select
Apply
to save the new message.

Editing existing client instructions

Select the Instruction to be edited.
note
For
Reminders
select which reminder message to view/edit.
Make any needed edits.
Select
Apply
to save the edited message.

Message descriptions