Course curriculum

    1. Welcome to ATO Smart Docs the Daily Process

    2. In this Course

    3. An Overview to ATO Smart Docs

    1. Your XPM Database Requirements

    2. Check Client Codes

    3. Syncing your Client Database

    4. The XPM Reports

    5. Uploading your XPM Reports

    6. Syncing your XPM & ATO Smart Docs Database - Knowledge Check

    1. ATO Documents and the ATO Portal

    2. Downloading your ATO Documents

    3. Uploading Your ATO Documents to ATO Smart Docs

    4. Retrieving and uploading your ATO Correspondence - Knowledge Check

    1. Sending out your ATO Correspondence

    2. Reviewing, Editing & Sending your Client ATO Correspondence

    3. Filing your ATO Correspondence

    4. Filing Correspondence (FYI Docs Example)

    5. The Ad Hoc Filing Function

    6. Ad Hoc Filing

    7. Clearing out ATO Smart Docs for tomorrow

    8. Post Clean Up

    9. Processing your Client ATO Correspondence - Knowledge Check

    1. ATO SmartDocs Fundamentals - Summary

    2. The Path to Success

About this course

  • 24 lessons
  • CPD: 1 hour
  • Admin Team

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