What is file transfer
You can use the file transfer function to:
- lodge a range of files and reports (see Supported files for the full list)
- send multiple files at once or compress a file to make uploading faster
- test your files for errors before lodging
- access files we sent you
- view your file transfer status and history.
Before using file transfer
Before using file transfer to lodge or test a file you need:
- a permission set in Access Manager for the report you wish to send to us. Contact your Access Manager, access administrator or principal authority to check your permissions if you can't access file transfer
- to generate the file in a supported format from your providers' business management software. Only files that have been prepared and generated from software in a format and version supported by our systems will be accepted. Scanned images of forms, screen prints, spreadsheets or word processing files aren't accepted.
File permissions
To view a list of the reports and files you have permissions for, select the drop-down menu next to What files can I lodge here?
Transfer a file
To submit a file, select:
- File transfer
- the drop-down menu next to What files can I lodge here?
- Test or Lodge next to the relevant report
- Attach then browse to find the file
- if you want to be notified by email when the validation report is available by checking the box and entering your preferred email address
- the Declaration to lodge a report (option only available for reports)
- Submit.
View history and status of file transfers
To view your file transfer history and status, select Lodgment then File transfer.
For each submitted file the screen will display the:
- date received
- supplier ABN
- file name
- status of the files.
You can select Filter to refine the view by:
- date range
- file type
- file name
- supplier ABN
- status
- ATO reference.