Once your taxes credit receipts are generated

SEND YOUR TAX RECEIPTS

Once all your receipts are generated, you must absolutely click  in the Receipts are ready section for them to be visible in your client's accounts.

Clients

  • They will receive an e-mail informing them of their availability, with a link to their Amilia account.
  • They will be able to view and download their receipts under the DOCUMENTS tab.

Administrators

  • Receipts will be visible in your clients' accounts, in the DOCUMENTS subtab.
  • You will be able to download them to send by mail or email or print them to give it in person.

 

PRINT YOUR RECEIPTS

For clients who do not have email attached to their account, you can print them in the Receipts are ready section by clicking on 

You will have the number of these accounts in the box 

You will receive a PDF file by e-mail, including all these receipts.

A confirmation to this effect will appear in green: 

You will then be able to save them on your computer, print them, send them by mail or hand them in person to your clients.

You can also print all the statements in PDF, including those with an email address, by clicking on  The process will be the same.

 

CONSULT THE GENERATED RECEIPTS

You can browse generated receipts to view, print, edit, or cancel them.

Click on 

 

MODIFY A RECEIPT

You can still modify them in the client's account, under the DOCUMENTS tab.

If the receipt is not yet created, click on:

You can also use the  tab to find the desired account.

Click in the box containing the information to modify and proceed manually.

Save your changes.

A mention to the effect that the receipt has been modified will be indicated on it.

 

CANCEL A RECEIPT

Use the search tool to find the receipt you want to cancel.

Then click on the X at the end of the line to cancel it.

There will be a mention on the statement that it has been canceled.

NOTE:

All modified and canceled receipt will be visible in the clients' account. It is important that clients attach these receipts to their tax reports.

 

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