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New Zealand Tax: Customise the 901 INC Email Body Template

The 901 inc email body is able to be edited and customised. A Tax update can also cause the 901 inc email body template to reset back to its original format and require to be re customised.

Updated over a month ago

To edit the 901 INC Email Body Template:

  1. Go to Tax Agent Console > Correspondence.

  2. Select the template and click the edit pencil.

  3. Edit the text and add or remove Fields (data relevant to the client and other data related to dates, Practice name etc).

For example:

You can replace For IR901 letter <IR901InstId> with the TerminalTaxAmount field or FormattedDueDate

(click where you would like the field to appear, then select it from the Insert Fields drop-down).

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