Access Tax

Adding the HowNow extension to Google Chrome

ATO API - FAQs

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

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

Learn the steps involved in configuring Sharepoint in ATO SmartDocs

Sharepoint - Checking site URL & set up

Fixes for common Sharepoint export error messages

Sharepoint error messages

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

Re‑establishing the SuiteFiles API link

Re‑establishing the Xero API Link

Integration

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Create your workspace and invite the people you work with.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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