Automation and digital tools have helped accounting practices to work smarter, but handling ATO correspondence efficiently remains a daily challenge.
One of the biggest issues for you and your clients is the number of ways important ATO correspondence is received:
- posted to your physical office address or post office box,
- sent directly to a client’s myGov or email; or
- delivered by email to your practice’s inbox.
This makes it difficult to stay across important client communications, especially when many ATO documents are time sensitive.
However, there are ways to make this more efficient and save valuable time. Here are three ways to streamline your ATO document processing.
- Standardise your process
Create a clear, documented process in place that outlines how your practice handles ATO documents and who’s responsible.
Regularly review the process to keep things compliant and consistent. This safeguards knowledge if team members move on and ensures clients get timely, accurate communication.
Include details like:
- How to handle discrepancies between ATO calculations and your estimates.
- Tolerance levels for variances.
- What documents are sent to clients.
- Automate the repetitive work
Processing ATO documents manually is slow, repetitive and prone to human error. Automation eliminates inefficiencies and gives your team time back.
ATOmate connects directly to the ATO to:
- Automatically download all correspondence, including PAYG instalment notices.
- Cross-checks data with your practice management system
- Flag discrepancies for review
- Generates and sends client communications with TFN redacted.
- Automatically files everything into your document management system
The result is a faster process, fewer errors, and TFN compliance.
- Communicate how your clients prefer
Every client is different, some want emails, others prefer portals or post.
With ATOmate, you can customise correspondence and delivery options for your clients including email, letter or sending documents to the client via your client portal. Giving clients a seamless experience without extra admin for your team.
Make processing ATO correspondence easy
ATO documents are time-sensitive, so it’s important to communicate to your clients efficiently and effectively. By standardising your process, automating the repetitive steps, and offering flexible communication options, you’ll save hours and strengthen client trust.
With direct integration to the ATO, practice and document management platforms, and customisable automation workflows, ATOmate makes managing ATO correspondence, fast, simple, secure and efficient.
Book a discovery meeting below to see how ATOmate can help your practice.