E-Mail Templates
Last updated on 2025-07-07
Overview
The E-mail templatesworkspace allows you to create templates for e-mails for specific intentions. These templates are triggered by events, expanded/enriched with appropriate content, and sent to users of Income Taxes.
This article contains the following sections:
Navigation
The E-mail templates workspace can be found under Tax Administration | E-mail templates.
The E-mail templates workspace is displayed as follows, for example:
Options
The table displays the e-mail templates that have already been created. The following options are available:
- Click the
icon to delete an e-mail template. - Click the
icon to edit an e-mail template. - Click on a row in the table to display a preview of the template on the right side of the workspace. You will find the language-specific templates on the respective tabs – provided they have been defined.
Creating and Configuring an E-Mail Template
To create a new e-mail template:
- In the E-mail template workspace, click Create.
Note: If the Create button is not displayed, you have already created a template for all available template intentions. In this case, you can only edit or delete an existing template. The following area is displayed:
Create E-mail template - Select the desired template intention from the drop-down list.
- Enter an appropriate e-mail subject for this template intention in the Subject field.
- Format the e-mail in the text editor using the available text formatting tools.
- If necessary, use the tabs German, English andFrench to create additional language-specific templates.