ATO SmartDocs can accommodate multiple years of Estimated Tax data. This allows for a comparison between the estimated tax and assessed amount on a Notice of Assessment (NOA) for not only the current year, but also for prior years.
Checking for multiple tax years
To check and see if the software will allow you to compare the estimated tax to the assessed amount for prior years, follow the steps below:
Select Setup > Manage > HUBDATA
Scroll down and then across to check if column headings exist for prior years, e.g. EstimatedTax2024, EstimatedTax2025, etc
If headings exist, then the system can compare assessed amounts to estimated tax figures for the current and prior years.
If a heading only exists for the current year (e.g. EstimatedTax), contact our support team at [email protected] to discuss enabling multiple tax years.