The Mailing Addresses area allows you to Add, Edit or Remove mailing addresses that are used by the practice to determine the documents that need to be sent out to clients vs those that are to be automatically filed. This area is an optional area of ATO SmartDocs and may or may not be used by your practice. You can use this feature if you only wish to notify clients of documents that are processed through ATO SmartDocs that contain any of the Mailing Addresses that are configured in this area.
When a document displays a matching mailing address, the system notifies the client. Documents that contain other addresses are automatically set to File only.
IMPORTANT: To activate this feature, tick Check Mailing Addresses in the relevant Document profile.
This area can be accessed under Setup > ATO SmartDocs > Configurations, then select the Mailing Addresses tab.
Add a Mailing Address
Click the Add button
Enter street number and name details or PO Box details in the Street field
Enter town or suburb in the Town field
Enter the state in the State field
Enter the postcode in the Post Code field
Click Save
Note: All fields are mandatory and must be entered the same as they appear on the document(s) from the ATO.
Edit Mailing Address
Click the Edit button (pencil icon) next to the mailing address that you would like to edit
Change the required field(s)
Click Save
Delete Mailing Address
Click the Delete icon next to the mailing address that you would like to remove.
Click OK to confirm the deletion