Option to turn off the Document List

If you do not deal with large numbers of documents you may find that the Document List is of no use to you. The option not to use the Document List is located under the Settings/Business tab. The default setting for the Document List is 'on' however you can select not to view the list by deselecting a tick in the box .

Document List headings

The details displayed on the Document List are shown under the six headings described below:

1. ABN
   The Australian Business Number of the document listed.
2. CAN
   Client Account Number (sometimes referred to as the GST branch number) of the document listed. This reference is mainly used by large organisations that have branched their reporting for GST purposes
3. DIN
   Document Identification Number is a unique identifier allocated to individual documents by the ATO. You may find this number of benefit especially when checking between your business trays and the Document List to check on documents collected.Currently all documents to be collected by users will be Activity Statements.
4. STATUS
   The status of a document will be ready to collect (from the ATO) or collected (from the ATO).
5. DATE CREATED
   Refers to the date that the document was created by the ATO.
6. DATE COLLECTED
   Refers to the date that you downloaded the document from the ATO.

The Get All button

The Get All button selects all the documents on the Document List and commences the download of all available documents to your computer. Once you click the Get All button the Document List will close, the InTray will appear and a message box will be displayed showing the progress of the download.

If any document you are attempting to retrieve has been downloaded previously on your computer a message box will advise you that this is not possible.

The Get Selected button

The Get Selected button is used when you wish to select specific documents to download. This button will not be enabled until you select (highlight) at least one document in the Document List. Once you select one or more documents from the list and click the Get Selected button the Document List will close, the InTray will appear and a message box will be displayed showing the progress of the download.

If all the documents you are attempting to retrieve have been downloaded previously on the same computer a message box will advise you that this is not possible

If some of the documents you are attempting to retrieve have been downloaded previously on the same computer a message box will advise you that it is not possible to download the previously collected documents. The message will then ask you to click OK to download the rest of the documents in your document list. If you do not wish to continue with the download at this point in time click Cancel on the message box.

The Save List button

The Save List button is designed to enable you to save the Document List as a text document then print it if you wish. When you click on the Save List button a dialog box will appear, allowing you to select a directory in which to save the Document List and also to select a name for the file.

Close List

The Close List button enables you to close the Document List and return to your Activity Statements In Tray.

It is important to remember that the Document List is a snapshot of the information on the ATO server at the time you open it. Therefore if your business collects or returns documents from another location after you have downloaded the Document List, the information in your saved Document List will not be up to date.