Automation reduces manual work by automatically sending emails and SMS based on task status and timing.
 

Enabling Automation
Location: Settings > Automation Settings
 

Automatic Records Requesting
Location: Automation Settings > Requesting Records section

MTD Quarterly Filing Return Records Request Days

1. Enter number of days after period end to send records request
2. Example: Enter "7" to send email 7 days after quarter end
3. Email sent when: 
   • MTD Quarterly Filing service is enabled
   • Latest Action is "Records Requested"
   • Automatic Records Requests toggle is ON

MTD Final Declaration Return Records Request Days

1. Enter number of days after period end to send records request
2. Example: Enter "14" to send email 14 days after year end
3. Email sent when: 
   • MTD Final Declaration service is enabled
   • Latest Action is "Records Requested"
   • Automatic Records Requests toggle is ON

Master Toggle: Turn Automatic Records Requests ON to enable automated sending.

Tax Payment Reminders
Location: Automation Settings > Tax Payment Reminders section

SA Tax (31st January) Days

1. Enter number of days before 31st January to send reminder
2. Example: Enter "14" for reminder 2 weeks before
3. Email sent when: 
   • Tax Amount Due field (31st Jan) is populated
   • Automatic Tax Payment Reminders toggle is ON

SA Tax (31st July) Days

1. Enter number of days before 31st July to send reminder
2. Example: Enter "14" for reminder 2 weeks before
3. Email sent when: 
   • Tax Amount Due field (31st Jul) is populated
   • Automatic Tax Payment Reminders toggle is ON

Master Toggle: Turn Automatic Tax Payment Reminders ON to enable automated sending.
 

Latest Action Email Automation
Location: Automation Settings > Latest Action section

Applies to both MTD Quarterly Filing and MTD Final Declaration tasks.

Status-Based Email Days:

1. Part Records Days 
   • Enter days to wait before sending Part Records email
   • Triggers when Latest Action = "Part Records Received"
2. Queries Requested Days 
   • Enter days to wait before sending Queries email
   • Triggers when Latest Action = "Queries Requested"
3. Awaiting Approval Days 
   • Enter days to wait before sending Approval reminder
   • Triggers when Latest Action = "Awaiting Approval"
4. Payment Outstanding Days 
   • Enter days to wait before sending Payment reminder
   • Triggers when Latest Action = "Payment Outstanding"

Instant Email Toggle:

1. Records Received Email 
   • Toggle ON to send immediate email
   • Triggers when Latest Action = "Records Received"

Master Toggle: Turn Automatic Latest Action Emails ON to enable this automation.

SMS Settings
Location: Automation Settings > Concurrent SMS section

Send SMS Alongside All Automated Emails

• Toggle ON to send SMS with every automated email
• Applies to all MTD automated communications

Send SMS Alongside All Manual Emails

• Toggle ON to send SMS with manually sent emails
• Applies to all MTD manual communications

Deadline Day Notifications
Location: Automation Settings > Deadline Day section

Send Client Manager SMS on Deadline Day

• Toggle ON to automatically notify client managers via SMS
• Sent on task deadline day
• Applies to all MTD task deadlines

Email Settings
Location: Automation Settings > Email Settings section

All email settings apply to MTD templates:

• From address
• Reply-to address
• Email signature
• CC/BCC rules