Overview

ATO SmartDocs is built to future-proof your ATO document processing, securely connect to the ATO servers and load your documents into ATO SmartDocs ready to be securely delivered to your clients.

Exporting Data from LodgeiT 

  1. Navigate to In the upper-right corner of any page, click Gear, then click Settings or navigate to https://go.lodgeit.net.au/settings/export.
  2. In the left sidebar click Export.
  3. Under ATO SmartDocs click Download CSV.

Importing data Into ATO SmartDocs

Once the CSV file has been downloaded from LodgeiT, follow these steps to import it into ATO SmartDocs:

  1. In ATO SmartDoc click Hubdata tab.
  2. Drag and drop the downloaded CSV file into the designated area.
  3. A pop-up window will appear prompting you to confirm the import process. Click OK. 
  4. Once the tax data is successfully imported, a confirmation pop-up will appear. Click Close.