Navigation:  GOLD Services Screens > GOLD ExceptionManager Screen Group > Print Notices Screen > Sending Alerts for Returned Items

If an email address is on file for a customer or entity, returns can be sent to that email address by completing the following steps:

 

1.On the Print Notices screen, enter date, account number, and sequence range information in the Select Criteria for Notices field group.

 

2.Make sure the Return Notices checkbox is selected in the Notice Type field group.

 

3.To ensure you are getting the most up-to-date information (such as any updated email addresses, etc.), make sure the Always Download Data From Host field is checked and do not send any alerts until all your items have been handled and balanced.

 

4.Click <Retrieve>. All matching returned items will be displayed in the main list view on the screen.

 

5.Click <Send Alerts>. The email alert will be sent immediately to all accounts with a checkmark in the Send Alert? column. The system generally sends only one email to the IRS owner of all accounts in the list. However, depending on how many accounts this person or organization has, they may receive more than one email alert. The system only sends one email for every five accounts. For example, if there are 10 accounts tied to one IRS owner, the IRS owner will receive two emails. If there are 11 accounts, the IRS owner would receive three emails, and so forth.

 

6.After the alerts are sent, a checkmark will appear in the Alert Sent column. You cannot send another alert once the first alert has been sent for that IRS owner.

 

7.The following is an example of an email alert that is sent to your customers for returned exception items.