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  • Accessing files sent by ATO

    We may send investment bodies, super funds or first home saver account providers the following files through the file transfer function:

    • corrected TFN or ABN return file (or both) in response to a Quarterly TFN/ABN report lodgment
    • corrected TFN or ABN return file (or both) in response to an Annual investment income report (AIIR) lodgment
    • remittance advice and recovery notices.

    You should download files promptly as they will be archived periodically.

    Your organisation may be required to act on the data within a specific time.

    On this page:

    How to access a file

    To download or see details of a file that we've sent in:

    • the portal – select File transfer then File status
    • in Online services for agents – select Reports and Forms, then File transfer    
      • all files tested or lodged by your organisation, or sent to your organisation, will be listed
      • files that have previously been downloaded will have a status of Sent by ATO
      • files that have not previously been downloaded will have a status of Sent by ATO – new
    • download the file and process it into your software as you normally do.

    Permissions

    If you have permission to lodge a file type (for example, AIIR) you will automatically be permitted to download associated response files (for example, Corrected TFN/ABN report).

    Access to files sent by the ATO that are not directly related to a lodgment is managed by the appropriate View permission set in Access Manager.

    Notification emails

    When a file is made available, you'll be notified by email if your organisation has chosen this option. The email will be sent to the email address specified when a file was last submitted to be tested or lodged.

      Last modified: 21 May 2020QC 26853