Field Definitions: PR Tax Document Email Form

The following is a list of field descriptions for the PR Tax Document Email form. Many of the descriptions include links to other topics that provide additional information about or related to the topic.

Tax Year

The Tax Year field on the PR Tax Document Email form.

Enter the tax year for which you are emailing tax documents.

Note: If you accessed this form from PR PAYG Summary Process or PR Employee PAYG Summaries, this field defaults the Tax Year specified in PR PAYG Summary Process and is disabled.

Employee

The Employee field on the PR Tax Document Email form.

Enter employee to which you are emailing tax documents or leave blank to include all employees in the specified PR Group or, if no PR Group specified, all employees in all groups for the company and tax year. Press F4 to select from a list of valid employees.

Note: If you specify a single employee, the employee must have a valid email address and be set up to receive PAYG payment summaries via email in PR Employees. For more information, see Set up an Employee to Receive PAYG Summaries via Email: Australia.

PAYG INB Summary

The PAYG INB Summary check box on the PR Tax Document Email form.

Select this check box to email PAYG payment summaries to the specified employee(s).

Note: The system disables this check box if:
  • You did not select the PAYG INB Summary check box for the company in PR Company Parameters.

  • You specified a single employee above and that employee does not have a valid email address and/or is not set up to receive PAYG payment summaries via email in PR Employees.

If you do not select this check box, the Send button is disabled.

Body

The Body text box on the PR Tax Document Email form.

Enter the message that will appear in the body of the email. Character allowance is virtually unlimited.

If you are using the Rich Text format for the email body (default format), you can format your text using the toolbar options, add standard notes (by right clicking the mouse and selecting Standard Notes) and run a spell check (by clicking the button in the toolbar).

If you selected the Use plain text format check box, no formatting is available.

Note: If you elect to use a plain text format, it is recommended that you select the Use plain text format check box prior to entering your message in this field, as the system clears any existing text during the switch. If you have already entered your body text, you can copy it before selecting the Use plain text format check box, and then paste it once the format switch is complete.

Use Plain Text Format

The Use Plain Text Format check box on the PR Tax Document Email form.

Select this check box to use plain text formatting for your email message. Leave unselected to use Rich Text format (default format).

Note: If you elect to use a plain text format, it is recommended that you select this check box prior to entering the body text of your email, as the system clears any existing body text during the switch. If you have already entered your body text, you can copy it before selecting this check box, and then paste it once the format switch is complete.

Attachments

The Attachments section of the PR Tax Document Email form.

Use this section to add any stand-alone attachments you wish to include in the email. You can add attachments using one of the following methods:

  • Drag the document(s) from your desktop or from any folder on your system using Windows Explorer and drop them in the Attachments box or anywhere on the form. No matter where you drop them, they will appear in the Attachments box.

  • Click the Add Attachment icon () in the form toolbar and select the desired document(s) from the file selection window.

If you need to delete an attachment, select the attachment from the list and press the Delete key.

Note: The total combined size of additional attachments cannot exceed 10 MB.