Drag & Drop ATO SmartDocs Report from LODGEiT
Run the ATO SmartDocs Report in LODGEiT by going to Settings > Export. Select the ATO SmartDocs report and choose the CSV option.
Once the report is saved to your Downloads folder, drag and drop it into the “Drop your CSV data document here” area.
You can access this area via Setup > Manage > HubData or via ATO SmartDoc and then selecting the HubData tab.
When the pop‑up appears, select OK.
A pop‑up will confirm the tax data import. Select Close.
Your data is now up to date.