How to create and find secure messages (SMS) on SETS
This guide explains how to create and find messages on SETS to communicate with Revenue Scotland in a quick and secure way.
Please note: This service is available only to registered SETS users. Learn more about who can register and how to create a SETS account.
Update for tax professionals:
From 2 December 2024, Revenue Scotland will handle tax-related correspondence with registered SETS users through the Secure Messaging Service (SMS) on the SETS portal. Emails received after this date will be redirected, asking you to resend your request via SMS on the portal.
How to create a new secure message (SMS)
Please follow these quick steps to create a secure message.
Step 1 – Create a new message
Step 2 – Select message subject
Step 3 – Add reference number
Step 4 – Add message title
Step 5 – Add message body
Step 6 – Add supporting documents
Step 7 – Send message
Step 1 – Create a new message
After logging into the portal, select ‘Create new message’ to start.
Step 2 – Select message subject
Select the most relevant subject from the ‘Subject’ dropdown menu.
Step 3 – Add reference number
Under ‘Reference’, enter the RS reference number linked to the query.
If this is not available, enter the address related to the transaction the query pertains to.
If the query is a general question with no linked RS reference number, populate the field with N/A.
Step 4 – Add message title
Under ‘Message title’, enter appropriate details related to the query.
Step 5 – Add message body
Under ‘Message body’, enter all relevant details related to the query.
Step 6 – Add supporting documents
Supporting documentation can be uploaded if requested or required. To successfully upload your documents, please follow these steps:
- Select ‘Choose File’ to choose the file you wish to upload.
- Under ‘Description of the uploaded file’, add any additional details if needed.
- Click ‘Upload file’.
Important: Ensure you click the ‘Upload file’ button to confirm that your document has been successfully uploaded. Please limit your file name to 100 characters and avoid using special characters.
By following these steps, you will be able to upload your file successfully.
If you accidentally upload the wrong file, click ‘Delete file’ and repeat the ‘Upload a supporting file’ process.
Step 7 – Send message
Once you have reviewed the message and uploaded the file, if required, select ‘Send message’.
A confirmation message saying ‘Thank you for your secure message’ will appear, indicating that your secure message has been successfully sent to Revenue Scotland. We aim to respond to all queries within 10 working days.
Here, you can choose to finish or upload other supporting documents if needed.
How to find messages
To search for messages, select ‘Dashboard’ and ‘Find messages’.
A complete ‘List of messages’ will now be available to ‘View’ at the bottom of the page. Search criteria are also available to help locate a specific message.
Alternative way to create a message
You can also create a new message from a return visible on dashboard
This action will prepopulate the ‘Reference’ section, select ‘Create a new message about RS………..’.
This will prepopulate the ‘Reference’ section in the ‘New message’. You should then complete all necessary steps and click ‘Send message’ as outlined in the ‘How to create message’ section.
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