Year End Tax Statement

To send year end tax statement,

Click the radio button in year end tax statement from Select Statement Type list in Account Statement Batch Email Page 1.
Click Next, Tax Statement Batch Mail Page will be displayed:

Tax Statement Batch Mail Page

Note: In From and To date will be automatically display the date as per the selection of dates in Dates.Except for Custom Date .

Select the status of family from Family Status list.
Click Submit. Select Contacts to Email Page 2 is displayed where to select the families to send the emails. To return back to the main menu page click Cancel.

Select Contacts to Email Page 2

Select the specific families else select the check box of Sel to select all the families. Its mandatory to select at least a family from the list.
Click Continue, Compose Message and Send Page 5 will be displayed where user can compose the mail and send to the selected families. Click Cancel to return back to the Account Statement Batch Email Page 1

Compose Message and Send Page 5

Enter the subject of the email in Subject.
Enter the message to be sent in Message and select the necessary formatting options from the available list.
Click the check box of Restore original reminder message text to restore the email.
Click Review , Review Message Page 3 will be displayed to review the message .To return back to the Select Contacts To Email Page click Cancel.

Review Message Page 3

To review the email, click Review Attachment.The File Download window will be displayed,Click Open to open the PDF file. To save the file click Save. To close the window, click Cancel
Click Send,the email will be sent to the selected families.The success message will be displayed.To go back to the Compose Message and Send Page 5 click Cancel.