ATO Client Communication Integration — User Guide

Bring ATO Client Correspondence Directly Into Portal360

Managing client correspondence from the Australian Taxation Office (ATO) can be time-consuming when information is spread across multiple systems. The Portal360 ATO Client Communication integration automatically retrieves ATO correspondence and stores it against the relevant client record, giving your team a single, centralised location to access important communications.

Whether you’re reviewing notices of assessment, activity statement reminders, payment demands, or other ATO-issued communications, Portal360 helps streamline the process by eliminating the need to manually search through ATO portals client by client.

KEY FEATURES

Automatic ATO Correspondence Retrieval

Portal360 securely connects to the ATO and retrieves correspondence for clients linked to your registered tax or BAS agent account. Communications are automatically attached to the relevant client records, making them easy to access and manage.

Flexible Synchronisation Options

– Sync correspondence for all clients across your practice.
– Sync a single client and access up to 10 years of correspondence history.
– Enable automatic overnight synchronisation for continuous updates.

Centralised Client Records

All retrieved correspondence is stored within the client’s Portal360 profile, alongside related documents, communications, and workflow information, providing a complete client view for your team.

Instant Access and Downloads

Open, view, and download original ATO-issued documents directly from Portal360 without leaving the platform.

Automated Notifications and Forwarding

Keep stakeholders informed with notification alerts and configurable forwarding rules. Correspondence can be automatically routed to the appropriate team members while maintaining a complete audit trail.

HOW THE INTEGRATION WORKS

After connecting your Portal360 workspace using your ATO machine credential, the platform validates the connection and securely stores the required credentials. Once configured, Portal360 can retrieve correspondence for authorised clients and automatically file it against the correct records.

The integration supports communications delivered by various ATO channels, including:

– myGov
– Email
– SMS
– Paper correspondence
– ATO Online services
– ATO app notifications
– Digital Agent communications

BENEFITS FOR ACCOUNTING AND TAX PRACTICES

– Reduce manual administration and ATO portal logins.
– Improve visibility of client communications across the practice.
– Access correspondence from a single source of truth.
– Minimise the risk of missed notices and important updates.
– Improve team collaboration through shared client records and notifications.
– Maintain better compliance and record-keeping processes.

WHAT YOU’LL NEED BEFORE GETTING STARTED

To connect the ATO Client Communication integration, your practice will require:

– A valid ATO machine credential.
– Appropriate permissions configured through Access Manager.
– An active client relationship with the ATO for the clients you wish to synchronise.
– The required Client.Corro.View permission assigned to the credential.

ACCESS THE USER GUIDE

Our comprehensive user guide provides step-by-step instructions for:

– Connecting your Portal360 workspace to the ATO.
– Configuring machine credentials.
– Syncing correspondence for individual clients or your entire practice.
– Setting up automatic synchronisation.
– Viewing, downloading, and forwarding ATO documents.
– Troubleshooting common connection and synchronisation issues.

Download the ATO Client Communication User Guide to learn how to configure and use the integration effectively.