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