Access Tax

Adhoc processing

ATO documents delivered by paper only

ATO SmartDocs Legend

ATO SmartDocs overview

Learn how to scan and split documents in ATO SmartDocs for processing with or without OCR

Bulk Scan Import

Learn how to get your documents ready for processing

Document preparation

Group Documents

Letter notification

Merge documents

Learn how to import documents to ATO SmartDocs from the ATO API

Use the ATO API connection to import documents to SmartDocs

Learn how to bulk send emails within ATO SmartDocs

Bulk Email Notification

Learn how to send an individual email to a client

Sending an individual email within the ATO SmartDocs processing list

Steps and instructions for processing documents

Document Processing

Data Refresh APS

Data Refresh CCH iFirm

Data Refresh MYOB Practice Manager (formerly GreatSoft)

Data Refresh Handisoft Classic

How to refresh client data from Handisoft SQL

Data Refresh Handisoft SQL

Follow these steps to refresh your LODGEiT data.

Data Refresh LODGEiT

How to refresh your client and tax data from MYOB AE or AO

Data Refresh MYOB AE and AO

Follow these steps to refresh your Xero data.

Data Refresh Xero

Data Sync or Refresh

Hub Data Management is where you upload and manage your client data.

Hub Data Management

How to refresh your client data in ATO SmartDocs

Data Refresh

Export processed documents to your Document Management System

Download to Directory Structure

How to download documents from ATO SmartDocs and upload to your Document Management System

Downloading documents to upload to your Document Management System (Archive.zip)

Export to Directory Structure

Export to FYI

Learn how to export documents to HowNow or HowNowX

Export to HowNow or HowNowX

Export to Nimbus

Export to SharePoint

Export to SuiteFiles

Download & Import to MYOB DM

Set up the Handisoft Document Manager Sync

Export documents directly to your Document Management System (via API)

Export documents to upload to your Document Management System

Export and download documents

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