Correspondence

Overview

The Correspondence page serves as a repository of all customer contacts, including notifications and communications initiated by application. This includes, but is not limited to, letters for registration confirmation, update or deduplication notification, and payment receipts. The page provides a centralized location to access and review all communication sent by the app.

To access the Correspondence page, navigate to Account > Correspondence.

View

FieldDescription
TypeType of the correspondence.
DateDate when the correspondence was sent.
Contact Method

Method used to send the correspondence. The following are the possible values:

  • Email
  • Fax
  • Phone
  • Postal
  • SMS
Tax TypeTax type associated with the correspondence.
CommentsDisplays additional comments related to the correspondence.
ViewDisplays that allows you to view the communication letter from ERS.

If there are no letters associated with the correspondence, a No PDF Found message is displayed.

Filter

The Correspondence page allows you to filter transactions by correspondence or tax type.

To filter the customer contacts by tax type, select one or multiple types from the Tax Type dropdown.

To filter the customer contacts by correspondence type, select one or multiple types from the Filter dropdown.

Sort

The Filing History page allows you to sort the following columns:

  • Type
  • Date
  • Contact Method
  • Tax Type
  • Comments

Switch TIN

If you want to view the correspondences of a different TIN, select the TIN in the dropdown list.

If your account is only subscribed to the portal and is associated with multiple TINs, you can switch the TIN by doing any of the following: