Course curriculum

  • 01

    Welcome to Clarity Courses

    • What to expect with Clarity Courses

  • 02

    Section 1: Welcome to ATO Smart Docs the Daily Process

    • Welcome to ATO Smart Docs the Daily Process

    • In this Course

    • An Overview to ATO Smart Docs

  • 03

    Section 2: Syncing your XPM & ATO Smart Docs Database

    • Your XPM Database Requirements

    • Syncing your Client Database

    • The XPM Reports

    • Uploading your XPM Reports

    • Knowledge Check

  • 04

    Section 3: Retrieving your ATO Correspondence

    • Downloading your ATO Documents from the ATO Portal

    • Uploading Your ATO Documents to ATO Smart Docs

    • Knowledge Check

  • 05

    Section 4: Processing your Client ATO Correspondence

    • Sending out your ATO Correspondence

    • Reviewing, Editing & Sending your Client ATO Correspondence

    • The Ad Hoc Filing Function

    • Ad Hoc Filing

    • Finalising the Daily Process

    • Filing Correspondence

    • Post Clean Up

    • Knowledge Check

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