Build the ATO SmartDocs TFN report
Log in to Xero Practice Manager (XPM).
Go to Reports > Report builder and click New report.
In the popup window, complete the following:
Report type: Client & Contact
Report layout: Table
Click Create.
Populate the report fields:
Field 1 (Title): Change to ATO SmartDocs TFN
Field 2: Select
[Client] Client Code or [Client] Export Code (depending on your practice setup), and
[Client] Tax Number
Field 3: Filter by [Client] Status → excludes → Archived
Field 4: Select any staff members you want to access this report
Click Save (and Preview).
Build the ATO SmartDocs Estimated Tax report
Create a new report by going to Reports > Report builder and click New report.
In the popup window, enter the following:
Report type: Tax Return
Report layout: Table
Click Create
Complete the fields:
Field 1 (Title): Change to ATO SmartDocs Estimated Tax
Field 2: Select
[Client] Client Code or [Client] Export Code,
[Tax Return] Tax Year,
[Tax Return AU] Amount Payable/Refundable
Field 3: Filter [Tax Return] Tax Year → equals → 2025
Note: Previous years will still process but will display orange and create a workflow for approval.
Field 4: Select staff members who should access the report
Click Save (and Preview).
Completion
Both reports are now ready for you to run, download and bring into ATO SmartDocs.