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ATO documents delivered by paper only

Updated today

The ATO states that all documents sent to an Accounting Practice are available electronically via the ATO Agent Portal. While this is true for 95% of ATO documents, it appears there are a number of exceptions. The following list is provided as a guide only on ATO documents that at this point in time, are exclusively Paper Only and will need to be scanned with OCR turned on and dragged into ATO SmartDocs for processing. Most of these documents below have profiles created so you should be able to process them them if the document has been OCR'd.

  • Annual GST return

  • Application for release of a tax debt

  • Are you up to date with your withholding tax lodgment obligations?

  • Are your rental expenses correct?

  • Business activity statement

  • Cancellation of your deferred goods and services tax approval

  • Certificate of Valuation for donation purposes - Philanthoropy Program

  • Changes to GST group representative member

  • Check your PAYG instalment variation

  • Check if you're correctly recording and reporting the use of business money and assets

  • Check if you have a fringe benefits tax obligation

  • Confirmation of audit

  • Confirming your retained record

  • Copy of a creditor's statutory demand for payment of debt

  • Copy of fringe benefits tax review letter

  • Did you buy or sell shares or units recently

  • Did you dispose of your crypto assets

  • Did you dispose of your cryptocurrency?

  • Do you have any super guarantee late payment offsets (LPO) to claim?

  • Do you need to lodge?

  • Final Notice

  • Fuel tax credit rates have changed

  • Get ready for changes to super guarantee

  • Get ready for Single Touch Payroll Phase 2

  • Have you forgotten to include rental income in your tax return?

  • Have you paid your employees' super guarantee (SG) in full and by the due date?

  • Have you reported the Medicare levy exemption correctly?

  • Have you reported your Medicare levy surcharge correctly?

  • Here is your 2023 Head Contractor Dashboard

  • Important fuel tax credit rate changes

  • Incorrect Australian business number for your investment

  • Instalment actvity statement

  • Integrated client account credit offset - Pay As You Go (PAYG) Withholding

  • It's nearly time to lodge - income tax return

  • Lodge Immediately to avoid penalties and audit

  • Lodge now to avoid prosection

  • Lodge your NFP self-review return

  • Lodge your overdue SMSF returns and decide if you want to continue operating your fund

  • Lodgement of your fringe benefits tax returns are not required

  • Notice of intended legal action

  • Notice to commence Child Support Deductions

  • Notice to pay us amounts you may owe to......

  • Notice under Section 260-5 in Schedule 1 to the Taxation Administration Act 1953

  • Notification of Next 5,000 streamlined assurance review

  • Obtain tax assurance on your commercial deal

  • Our pre-lodgment income tax review

  • Outcome of your request for a delayed transition to Single Touch Payroll Phase 2 (STP2)

  • Our audit has now started

  • Our requirement to publish R&D data

  • Overdue SMSF Annual Return

  • PAYG instalment tax calculations

  • Pay as you Go (PAYG) Withholding - for your action

  • Please contact us

  • Quarterly PAYG instalment notice 1,2,3,4

  • Release from payment of your eligible tax debt

  • Reminder of your aged tax debt

  • Report your professional firm income correctly

  • Request for objection - delayed associated earnings amendments

  • Review of your deferred goods and services tax scheme approval

  • Report your closely held payees through Single Touch Payroll

  • Single Touch Payroll end of financial year changes

  • Statement of Account GST LRE Account

  • Statement of Account - Income Tax Account in Liquidation

  • Summary of Activity Statements enclosed

  • Super changes apply, don't get caught short

  • Superannuation Account Statement - Surcharge - Constitutionally Protected Fund

  • Taxable payments reporting system - what it means to you

  • The closely held payees exemption for Single Touch Payroll in finishing

  • The outcome of your complaint

  • The results of your employer obligations audit

  • There may be a mistake in your tax return

  • Update on excess contributions

  • Warning of possible director penalty notice (DPN) for an unpaid company debt

  • We are reviewing your activity statements and income tax returns

  • We are reviewing your deferred GST scheme approval

  • We're auditing your activity statement

  • We're auditing your tax return

  • We're auditing your application for self-managed superannuation fund registration

  • We're auditing your super fund and you need to lodge overdue returns now

  • We're carrying out an inquiry into trusts who have identified as Managed Investment Trusts

  • We're changing how not-for-profit organisations apply for a refund of franking credits*

  • We're changing how you lodge a TPAR Non-lodgment advice*

  • We're changing some of your clients' PAYG withholding cycles

  • We're confirming your correct tax file number

  • We're going to publish your entity's research and development data

  • We're holding your GST refunds

  • We've added a member to your goods and services tax (GST) group

  • We've audited your activity statements

  • We've cancelled your consolidated group registration

  • We've checked your super guarantee obligations*

  • We're unable to process your Certificate of Residency request

  • We're unable to process your Overseas Tax Relief request

  • We've completed our Top 500 assurance review

  • We've finalised our review of your super fund and are notifying you of a disqualified person

  • We've finished our audit

  • We've finished our audit of your super fund

  • We've finished our review on your car fringe benefits

  • We've finished our super guarantee audit

  • We've issued an employer shortfall exemption certificate

  • We've updatged your manufacture licence

  • We've reviewed your JobMaker Hiring Credit claim

  • We are going to cancel your self-managed superannuation fund's registration

  • We can't accept your payment plan

  • We can't consider your application for release from payment of tax debt

  • We can't process your GST property credit

  • We have cancelled your amendment request

  • We have completed your objection

  • We have finished our audit on your 2020 income tax return

  • We have finished our random joint review of

  • We have finished our review of your GIIN registration

  • We have issued a garnishee notice

  • We have received your amendment request

  • We have reviewed your Single Touch Payroll data

  • We have revoked your endoresement as a tax concessions charity

  • We have withdrawn our creditor's statutory demand for payment

  • We need more information to process your change in loss carry back choice

  • We need your help to fix an error in your income tax assessment

  • We have allowed your request to adopt a substituted accounting period

  • We have backdated your activity statement registration.

  • We have cancelled your consolidated group registration

  • We have finished our audit

  • We have finished our review

  • We have finished your super guarantee audit

  • We have issued an employer shortfall exemption certificate

  • We have issued a garnishee notice

  • We have made a decision about your excell concessional contributions request

  • We have made a decision about your excess non-concessional contributions request

  • We have reviewed your application for self-managed superannuation fund registration

  • We have reviewed your Single Touch Payroll data

  • We have withdrawn your objection application

  • We haven't heard from you about the consolidated indicator on your tax return

  • We intend to cancel your Australian Business Number (ABN)

  • We need more information for your luxury car tax refund application

  • We still need information for our review

  • You are required to lodge your income tax return(s)

  • We may direct you to pay your superannuation guarantee charge debt

  • You may have made a mistake on your business activity statement

  • You may need to lodge an income tax return for the 2020 year

  • You must lodge urgently

  • You must lodge your overdue returns and statements now

  • We need more information to process your tax file number application or enquiry form

  • You need to avoid untrustworthy advisers

  • You need to check your work-related expenses

  • You need to contact us about Income Tax Consolidation Group request

  • You need to contact us about your ABN Change of registration details

  • You need to contact us about your ABN application

  • You need to contact us about your Change of Details Application

  • You need to contact us about your company tax return

  • You need to contact us about your Division 293 Election

  • You need to contact us about STP data

  • You need to contact us about your tax affairs

  • You need to contact us about your tax return

  • You need to contact us about your trust tax return amendment

  • You need to contact us - registration change

  • You need to contact us, we are holding your refund

  • You need to contact us your change of details request

  • You need to do an online course

  • You need to give us information and documents

  • You need to give us more information about your 2023 tax return

  • You need to lodge your overdue Reportable tax position (RTP) schedule

  • You need to lodge your SMSF annual return soon

  • You need to lodge your Super Guarantee Charge statement

  • You need to review your ABN details

  • You need to review your fringe benefits tax obligations

  • You need to review your withholding tax obligations for payments to non-residents

  • You need to start Single Touch Payroll Phase 2 reporting

  • You need to update your credit/debit card details

  • You should be Single Touch Payroll Phase 2 reporting

  • You're late, act now to avoid penalties

  • Your ABN will be cancelled unless you phone us.

  • Your annual self-review reporting obligation

  • Your application for a luxury car tax refund

  • Your application for release from payment of your tax debt

  • Your business provided important government services and has a tax debt

  • Your Certificate of Residency request

  • Your client still hasn't started reporting through Single Touch Payroll

  • Your clients' activity statement

  • Your client's Certificate of Residence request

  • Your client's Overseas Tax Relief request

  • Your Division 293 tax

  • Your employer owes you unpaid super

  • Your engagement invitation

  • Your request to change your assessment *

  • Your business needs to start Single Touch Payroll reporting

  • Your integrated client account refund enquiry

  • Your objection is invalid

  • Your on hold tax debt

  • Your 'Lodgment planner' for employer obligations

  • Your Medicare levy surcharge may be incorrect

  • Your Pay As You Go (PAYG) withholding cycle will change from 1 July 2025

  • Your PAYG instalment income may be incorrect

  • Your prior work-related expenses audit

  • Your private health insurance rebate *

  • Your private health insurance rebate may be incorrect.

  • Your request for remission of Late lodgement Penalties is declined

  • Your request to remit general interest charge is approved

  • Your request for remission of shortfall interest charge

  • Your request to defer lodgment

  • Your request to defer payment

  • Your shortfall interest charge has not been remitted

  • Your Single Touch Payroll details need updating

  • Your Single Touch Payroll reporting obligation is expanding

  • Your SMSF can't accept rollovers or payments

  • Your SMSF regulatory contravention disclosure

  • Your super Transfer Balance Account Report could not be processed

  • Your superannuation query

  • Your tax lodgment is overdue*

  • Your tax obligations are overdue*

The following link provides some up-to-date information from the ATO on Activity Statements:- https://www.ato.gov.au/Tax-professionals/Prepare-and-lodge/In-detail/Managing-electronic-activity-statements-and-instalment-notices/

We are aware that recently the ATO has added a lot of documents in Paper Only format. Please contact support to have these documents set up if you don't know how to do this yourself.

We rely on feedback from our user base of Accounting Practices to let us know if the status of the above documents has changed and are now available via the ATO Agent Portal. We have found from time to time that the ATO can change the way it sends ATO documents to Accounting Practices without notice or notification to the Accounting Practice. We provide this list in good faith but it is ultimately up to each Accounting practice to cross check their ATO documents. The ATO does not keep us up to date with changes & we do not have an ATO Agent Portal.

* = Sometimes these documents are now being included in the ATO Portal to download.

You may find that some of your clients receive ATO documents in Paper form and others clients get them digitally - this is due to the Client's Communication preferences listed on the ATO Portal. View this link to the ATO website

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