Adding / Updating Tax Pay StandAlone) Introducer Notification Email for Live Introducers

This process outlines how to add or update the notification email address for live introducers in TaxPay Standalone. These notifications are automatically sent to introducers for updates such as document upload requests, conditional approvals, and other related communications.

If an introducer requests a change to their notification email address, follow the steps below.

Sample email in the system:

Requesting Assistance from Support/IT

• Seek assistance from Rachel or the IT Team to update the email address.

Internal Note Format

Use the following format when creating the internal note in the ticket request:

Hi (Name/Department),

Requesting your help in updating the Tax Pay notification email address of the introducer from (email address 1) to (email address 2).

Thank you.

Updating the Email Address in Apxium Admin

When access is available, complete the following steps:

1. Log in to Apxium Admin in SAM.
2. Search for and select the introducer who requested the change.
3. Right-click the introducer’s profile and select Configure Merchant.
4. Navigate to the Tax Pay menu.

Adding a New Email Address

1. Enter the new email address in the designated field.
2. Choose Add Email.
3. Click Save.

Updating an Existing Email Address

1. Remove the current email address by clicking the X beside the existing email.
2. Enter the updated email address.
3. Click Save.