You can use the ATO Portal to download ATO documents and import them into SmartDocs.
Download ATO Portal documents
Log in to the ATO Portal.
Go to Communication > Communication History.
Set the following filters:
All clients
Custom Time Period – choose the number of days you want to download
Delivery method – keep all methods selected except SMS and Email (these formats are not normally processed)
Review the documents listed for the selected date range.
Click each document to download it.
Import the documents into SmartDocs
Depending on your computer settings, your downloaded files may automatically save to your Downloads folder.
Open your Downloads folder.
Select all downloaded documents.
Drag and drop them into the ATO SmartDocs Documents tab.
Ensure the word Copy appears before you release the mouse button.
Refer to Browser Download Settings to configure your browser so that PDF files download automatically instead of opening in a new tab.
A progress window displays how many documents have uploaded and when the process is complete.
Once the upload finishes, the documents appear in a list with a white background, indicating they are Unprocessed.
Documents can now be processed following the steps under Document Processing.