Help Center

Find answers to common questions about TaxReceipt.app

Supported Providers

TaxReceipt.app can send receipts through the following email providers:

| Provider | Connection Method | |----------|------------------| | Gmail | OAuth (one-click authorization) | | Outlook / Microsoft 365 | OAuth (one-click authorization) | | SendGrid | API key | | Mailgun | API key | | AWS SES | Access key + secret + region | | Custom SMTP | Server address, port, username, password |

Connecting Gmail

  1. Go to Organization Settings then Email Provider.
  2. Click Connect Gmail.
  3. Sign in with a Google account and approve the send-only permission. TaxReceipt.app requests the https://www.googleapis.com/auth/gmail.send scope, which allows the app to send messages on your behalf but not to read, modify, or delete anything in your Gmail account.
  4. The connection is confirmed when you see a green status indicator.

Gmail OAuth uses a secure token -- your password is never stored. You can revoke access at any time from your Google Account permissions page.

Connecting Outlook

  1. Go to Organization Settings then Email Provider.
  2. Click Connect Outlook.
  3. Sign in with your Microsoft account and approve the permissions.
  4. A green status indicator confirms success.

Using Custom SMTP

For other email services (Amazon SES, Mailgun, your own mail server):

  1. Go to Organization Settings then Email Provider.
  2. Select Custom SMTP.
  3. Enter the SMTP server address, port (usually 587 for TLS), username, and password.
  4. Click Test Connection to verify.

Testing Your Connection

After connecting any provider:

  1. Click Send Test Email.
  2. Enter a recipient address (your own email works well).
  3. Check your inbox for the test message.
  4. If the test arrives, your setup is complete.

Managing Existing Connections

You can connect more than one provider -- for example, a Gmail account and a Custom SMTP account side by side -- and choose which one to send from when you distribute a run. Each connection is listed under Settings then Data Sources, showing its verification status and how many emails it has sent. From there you can rename a connection, adjust its sending settings, or disconnect it entirely.

If a connected provider stops working -- an OAuth grant expires or gets revoked, or SMTP credentials are rejected -- a health banner appears across the app letting you know a connection needs attention, with a link straight to the affected connection in Data Sources. See Reconnecting an Email Provider for how to fix it without re-entering everything from scratch.

Troubleshooting

Authentication failed

Double-check credentials. For Gmail and Outlook, use the Reconnect button described in Reconnecting an Email Provider rather than disconnecting and starting over. For SMTP, verify the username and password.

Emails not arriving

  • Check your spam/junk folder.
  • Verify the recipient address is correct.
  • For SMTP, confirm the port and encryption settings match your provider's documentation.

Sending limits

Email providers limit how many emails an account can send per day. Our estimates:

| Account | Estimated limit | Our recommended daily budget (60%) | |---|---|---| | Gmail (personal @gmail.com) | ~500/day | 300/day | | Google Workspace (custom domain) | ~2,000/day | 1,200/day | | Outlook.com / Hotmail (personal) | ~300/day | 180/day | | Microsoft 365 (custom domain) | ~2,000/day (tenant-wide limits apply) | 1,200/day |

If you exceed your provider's limit, the provider may block all sending from your account — including personal email — for up to 24 hours. Large sends are automatically split into daily batches that respect your configured budget; the remainder sends automatically each day and you can pause, resume, or cancel the schedule from the Distribute page. Adjust the budget per connection under Settings → Data Sources.

Connection timeout

Ensure your SMTP server address is correct and that port 587 (or 465 for SSL) is not blocked by a firewall.

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