To pull through the latest Financial Year Estimated Tax figures, you must run a rollover process in ATO SmartDocs. An iPracticeApps consultant performs this process and updates database views in SQL Server and recreates the HUBDATA Excel and .csv files. You need to book a time for this rollover each Financial Year; bookings generally begin from around the middle of July.
The end of Financial Year rollover requirements for sites using MYOB, APS or Handisoft (SQL) involve the following steps:
1. Ensure your tax product has been rolled over into the new Financial Year.
2. Book a time through the iPracticeApps Rollover calendar booking system that works for both your IT department and your main ATO SmartDocs contact. (The link is generally emailed to the ATO SmartDocs contact at your practice in June each year).
3. An ATO SmartDocs consultant will contact your IT provider at the scheduled time to complete the rollover for ATO SmartDocs and liaise with the contact at your practice to complete the rollover.
Please note the following:
路 Until the rollover is completed, the latest Estimated Tax figures will not come through into your HUBDATA screen.
路 Users do not need to be out of the system for the ATO SmartDocs rollover to occur.
路 If you have not received the link to book your rollover, contact [email protected] or call 1800 626 678.