Skip to support content
(855) 698-0691 info@lc.taxprocessorsplus.comEmail us

PaperCut E-Mail Configuration Menu

Desktop · Written guide Content date 2 min read

On this page

When configuring Paper Cut e-mail in Tax Processors Plus Desktop, you will need to specify the method for sending e-mails as well as your e-mail address.

Note: If you're using Tax Processors Plus Desktop on more than one PC in a networked environment, the following steps must be done on the PC designated as the File Server.

To configure Paper Cut e-mail, from the Quick Menu of Tax Processors Plus Desktop select:

  • Configuration
  • Configure Premium Options
  • E-Mail Configuration Menu
  • E-Mail Method

E-Mail Method

There are two e-mail methods:

Indirect through Tax Processors Plus Desktop (Default)
Pro Simple, no setup involved.
Cons When using the software email service, the sender address may differ from your own email address.
Since the e-mail isn't from you, when replying the recipient needs to copy and paste your address into the To or Reply-To field in their mailer.
You won't receive delivery failure notices if their e-mail address isn't working or has been misspelled.

 

SMTP
Pros The e-mail will come from you.
Your clients can easily reply to the e-mail.
You will receive delivery failure notices if their e-mail address isn't working or has been misspelled.
Con You need to enter a few configuration settings.

 

If you select SMTP and your e-mail provider is listed in the settings menu, select the provider. If your provider isn't listed, select Other at the bottom of the list.

The settings you need for SMTP can be obtained from your e-mail provider's website in their e-mail support information. (Look for settings related to the "outgoing mail server".)

Here is the information you need:

  • The SMTP Server Address (we will insert this for you if you selected a provider from the list).
  • SMTP Server Port Number.
  • Indicate whether a username and password are required. If so, you will be prompted to enter the username and password you use for e-mail.
  • The connection timeout setting, if other than zero.
  • Whether or not SSL is required.

After entering the information, select Test Connection Settings to see if you get a successful connection. If the connection is successful, you're done! If the connection is not successful:

  • Check all the settings for accuracy.
  • If your e-mail provider has more than one SMTP server port, you will need to use trial and error to find out which is the right port.
  • SMTP may be disabled by default on your account with your e-mail provider. Check your e-mail account settings at your provider's website to see if SMTP needs to be enabled.
  • If all else fails, contact your e-mail provider to obtain the right settings.

Your Email Address

Enter your e-mail address in the format name@emailprovider.