Tax-advisor channel

This page is for the Firm Admin (role merchant_admin). It describes how to define, under Settings → Tax advisor (/settings/stb), which channel the 6-file handoff uses to reach the tax advisor (StB for short).

Prerequisite for sending

Without a configured channel, the handoff page shows a “No channel configured” notice with a link here. Sending to the tax advisor only works once a channel is set here.

Channel types

In the Kind field you choose one of three types:

Kind (kind)	How the pack is delivered	Relevant fields
smtp	By email to the tax advisor	To, optional CC, optional S/MIME certificate
portal	Via a portal/upload target	Portal URL, Portal secret reference
duo	Both at once	Fields from smtp and portal

Fields in detail

• To — the tax advisor’s email address (smtp/duo).
• CC — optional carbon-copy recipients (smtp/duo).
• S/MIME certificate (PEM) — optional certificate for signed/encrypted email (smtp/duo).
• Portal URL — target URL of the portal (portal/duo).
• Portal secret reference — reference to the stored portal secret (portal/duo).

Sandbox vs. live

Actual email delivery depends on the server-side Postmark token:

• Without a Postmark token, delivery runs in sandbox mode: the confirmation shows delivery: "sandbox" — no real email is sent. Ideal for testing the flow.
• With a configured Postmark token, the email is sent for real.

Sandbox means: not delivered

If you see delivery: "sandbox", the tax advisor received nothing. The Postmark token is set server-side (see Local development); when in doubt, contact the operator.

Step by step

1. Open Settings → Tax advisor (/settings/stb).
2. Choose the kind (smtp / portal / duo).
3. Fill in the fields that match the kind.
4. Save.
5. On the Handoff page, confirm the configured channel is shown.

Next step

The configured channel appears on the Handoff page and in the dispatch history. Background on the pack itself: 6-file handoff.