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Sending a Client Tax Dates Reminders

This feature allows you to trigger a proactive reminder to inform your clients about upcoming tax and GST key dates. In the future, we will also include the amount that will be due to pay on those dates. Simply follow these steps.

Important Note

All actions triggered are sent to every connected user in the business. If there is an issue with sending a message, for example that there are no connected users, Aider will let you know.

  1. Head to the Action centre panel and select ‘Send Client Tax Dates’.
    7.1
  2. An example message is displayed to show what your client will be receiving.
    7.2

At this stage, there are two options of sending out the message to your client. You can either

7.3

  1. Schedule an automatic fortnightly reminder that is sent on the 2nd and 16th of each month.
  2. Send a reminder now.

This is what the message looks like in the Aider app when it is received from your clients  7.4