Sending an Income Tax Return Checklist to a Client

This Custom Process has been designed to create an Income Tax Return Checklist and send it to a client. The process is run as "Manual" for a specific client as and when needed.

Note: To send a document as Co-edit, you must have the Collaborate functionality configured. Refer to the section Setting up New Collaborate and to Co-Editing a Document with a Client.

If you want to send it as an attachment, there are a few different settings. Refer below to Sending the Checklist as an Attachment.

There are two import files depending on your FYI plan. One creates the checklist as a spreadsheet and send it to the client as Co-edit and the other uses FYI Forms to create a Form and send it to the client through Co-edit.

Note: The Forms feature is currently in beta. Learn more about beta registrations. 

This custom automation has been created by the FYI team, ready to be imported to use in your practice. 

What's Included

This process will be set to run Manually from the Clients workspace and list.

When importing this automation the following items are included:

Custom Views

The following Views and their associated details are used for these processes:

Templates

The following Templates and their associated details are used for these processes:

Sending the Checklist as an Attachment

The following shows what would be set up differently in the Email template and in the Custom Process if you want to send the checklist as an attachment, not as Co-edit.

The following is an example of the email that the client receives when the checklist is sent as an attachment.

Checklist Template
The Checklist spreadsheet is the same and the step is added to the process in the same way as above.

Email Template
You would likely want different text in the email template when sending the checklist as an attachment, and the {{ AttachmentLinks }} is not required.

Custom Process
When adding Step 2 for the Create Email to send the checklist as an attachment, the Action section is set up as follows:

1. Set Send Attachment(s) as "Email"
2. Set Co-edit with client to "No".
   

The following shows how the process displays for this example, where the checklist is sent as an attachment.

Importing this Custom Automation

For Practices not using Forms, click here to download the file used to import this example Custom Process, ready for you to test and activate or customise to suit your practice (or download the file from the bottom of this article).

For Practices using Forms, click here to download the file used to import this example Custom Process, ready for you to test and activate or customise to suit your practice (or download the file from the bottom of this article).

Note: If you are using Chrome as your browser, the link may not automatically download the zip file. You need to right-click on the download link above, select Copy link address and paste it into a new browser tab in the browser's URL field.

When you have downloaded the file you can import the Custom Process. Refer to Importing Custom Processes.

What's Next

Ensure you Review your Automation, Templates and Views. 

Templates can be located in your Knowledge workspace, you can review and personalise any imported templates, ensure that you set the Template Status to active when you've finalised your review and customisations.

Review and update the Process Controls and Process Steps for your Automation. Specific comments have been added to the steps where action is required. These will display in blue. 

After reviewing all items for your Automation, ensure you Test the Automation. When ready, set the Status of the Automation to Active. 

Download Files