When you process documents in SmartDocs, you may see several common errors. The background of the processed document will go red and an error message will be displayed below the document. This article explains what each error means and what you need to do to successfully process the document.
Error: Document profile not found
This error means you do not have the document profile set up. Email the document title to [email protected] and the team will create it for you.
It can also occur if you scanned a paper document and the scanner did not use OCR. In this case, the document appears as an image, and SmartDocs cannot read it to match it to the profile or the client.
What is OCR? OCR stands for Optical Character Recognition. It converts an image of text into machine‑readable text. For example, when you scan a document, your computer saves the scan as a PDF.
Error: no text to search found. Please validate document identifier
This error means the document does not contain a TFN or ABN for SmartDocs to link it to your client. You need to Adhoc the document, then manually select the document profile, financial year and client. Depending on the flags set on the Document Profile other fields may also need to be completed to process the document.
Some ATO‑issued documents may need to be adhoc’d if they are not imported through the ATO API, as they can produce this error. Examples include:
Tax Receipt
We can help directors of the corporate trustee of self‑managed super funds
We have paid your unclaimed super to you
We are holding your refund
Your superannuation excess transfer balance determination
Error: We are unable to process this document as there is no ClientCode, TFN, ABN or ACN in the hubdata. Please fix this issue and try again
This error means the client record is missing an ABN, TFN or Client Code in your hubdata. Check the client record in your practice management system, add the missing details, refresh your data, and reprocess the documents.
You can adhoc the documents, but doing so does not fix the underlying data issue.
Error: We are unable to process this document as there is a duplicate of either the ClientCode, TFN, ABN or ACN in the hubdata. Please fix this issue and try again
This error means there is duplicate data in hubdata. Check the client record in Setup > Manage > HUBDATA using the Search field. If you can identify and fix the duplicate ClientCode, TFN, ABN or ACN in your practice management system, refresh or re‑sync hubdata and reprocess the document.
If it is not clear why the duplicate appears, contact [email protected] for further investigation.