901 REPX
The 901 REPX and Template files are specified and amended in Tax Agent Console, Correspondence.
901 INC Layout
The 901 INC Layout refers to the 901 attachment sent to you. These files are usually saved in a shared location for all 901 users to access.
Click the ellipses on the right hand side of the The 901 INC Layout path to browse to existing or other Repx files.
Editing the REPX content is usually completed by Access APS.
Email Body Templates
Email Body Templates (mht files) are usually saved in the same location as the Repx files and can also be replaced using the ellipses buttons.
Unlike REPX files, the Email Body Templates (901 INC Email Body Template and 901 GST Email Body Template) Can be edited with the pencil icon:
Create a copy of the template files before editing. Complete this in the location of the saved templates.
Select Edit Mode to activate the pencil for the 901 Email Body Template to edit - e.g. 901 Email Body Template in the editor.
Update text as needed by selecting and overtyping.
Remove Fields (text between <>) by clicking in front of them and Backspacing, then clicking where you'd like the new Field to appear.
To insert a new Field, click where you'd like the new field to appear, click on Insert Fields (top left) and select the field to enter.
Once complete, Save or Save and Close the editor.
Note any changes you'd like to make, and repeat the editing process.
To review the template, close and reopen 901, then process a letter until you reach the preview screen.
📌Note: The Tax agent console settings are only applicable for the Tax agent specified in the Tax Agent Field. Any amendments, as above, need to be completed for all Tax agents where applicable.