Access Tax

Follow these steps to enable the Developer tab in Microsoft Word. This tab gives you access to form controls, macros and advanced editing tools.​

Enable the Developer tab in Word

ATO SmartDocs security

Clearing your cache

Resolving common document errors

Learn how to download documents via the ATO Portal

Use the ATO Portal to import documents to SmartDocs

Configure browser download settings

Client cannot find their downloaded document on an iPhone, iPad or Mac

Client cannot view their documents on their iPad

Client says the SMS has not been delivered

PDF Document view looks corrupt or not displaying correctly

Merge folders on an Apple Mac

Find answers to common technical questions

Technical

Learn how to add a link to the Vault on your mobile device

Adding the Vault URL to Your Phone Home Screen

Learn how to update the mobile number stored against a client's Vault

Change the mobile number for a client’s Vault

Learn how to assist your clients with accessing their Vault

How clients access their Vault

Ensure the correct Safari settings are enabled so your client can download documents from the Vault on an iPhone or Apple Mac.

Configure iPhone and Apple Mac Vault download settings

Vault

Send emails without a PIN

Set up Gmail (SMTP) connection

Set up Office Exchange (SMTP) connection

Troubleshooting issues where clients are are not receiving your emails.

Emails not received by clients

Reasons for client emails not being delivered

Reconnect the Office 365 API

Use this procedure to allow clients to send emails from their server using the SendGrid SMTP relay.

Configure SendGrid

Common SMTP errors

Client’s email address is being replaced by Approvers within a Workflow

Emailing

Re‑establishing the Xero API Link

Fixes for common Sharepoint export error messages

Sharepoint error messages

Adding the HowNow extension to Google Chrome

This guide helps you build two reports in Xero Practice Manager (XPM). These reports are used to update the TFN and Estimated Tax amounts within your HubData in ATO SmartDocs.

Building XPM reports

ATO API - FAQs

Importing errors – SuiteFiles

Below are possible error messages that may occur with your Office 365 API setup and what you can do to fix them.

Office 365 errors and what they mean

Learn how to set up and configure the ATO API connection

Setting up the ATO API connection

Follow the steps below to re‑establish your SuiteFiles API connection.

Re‑establishing the SuiteFiles API link

Integration

Privacy Policy

Customer Success Portal

Useful links:

Find answers and get help from Intercom Support and Community Experts

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