We have implemented a new ATO mail system

Our new ATO SmartDocs mailing system enables us to deliver ATO mail to clients in the most efficient and secure manner possible.

What can you expect?

When you receive electronic mail from the ATO, you will receive a text (SMS) message. This will advise you to log into your email account and use the 6-digit code in the text message to access your mail.

Note, our system can only send mail digitally if we have a valid email and mobile number for you. If your details have changed, please contact our office to update your records.

The features and benefits of this are:

Enhanced Security

ATO mail often contains sensitive information including your TFN, taxable income, home address and other personal details. Identity theft and cybercrime is on the rise and documents sent by email or traditional post increase the risk of your information falling into the wrong hands. A fully encrypted email and secure portal with 2FA will protect your identity and data security.

Two factor authentication (2FA)

Whilst TFN can be redacted from ATO digital mail, however TFN forms part of the most important part of a document – the Payment Reference Number (PRN), which for obvious reasons cannot be redacted. Cyber criminals are getting smarter and more sophisticated, and the only way to deliver ATO digital mail securely is to implement two factor authentication.

The Vault

As secure as it sounds, all your ATO mail will be available to you from your Vault from the day we transitioned to ATO Smart Docs. TFN is automatically redacted on all document downloads from the Vault, including TFN embedded in your PRN. Hence you don’t have to worry about downloading and forwarding your ATO documents from the Vault to your banker or broker.

Frequently asked questions

What’s the difference to the previous ATO digital mail system?

Previously we have been sending ATO mail digitally to your email after your TFN has been redacted. However your TFN is still present in the PRN which you require to make payments to the ATO. With the new system, you will receive a secure email invitation to your Vault. The access to your Vault is protected by 2FA. When you first access the link, you will be presented with a simple 3-step login screen.

• Step 1 will display the last 3 digits of your mobile phone number. This allows you to click the Get Access Code button. Once clicked, the Access Code will be generated and sent via SMS to your mobile.
  

• Step 2 Enter your Access Code received via SMS to the specified field.
  

• Step 3 Click Submit Access Code to access your Vault and ATO documents.

Can I use an authenticator app instead of SMS as 2FA?

Yes! If you are signing in to the Vault for the first time, an SMS will be sent to you for 2FA. Once you have logged in, you can change your 2FA to your preferred authenticator app and update your settings anytime via the Vault.

I share the same email address with my partner. Will we have the same or separate vaults?

The vault access is linked to your Email Address. If you share the same email address with your partner, or if you use the same email address for multiple entities or organisations, all ATO documents will be delivered to the same Vault. You can use the search function to search for a particular name or entity to show ATO documents relevant to that name or entity.

Why have I received an SMS but no email?

Our system will only send mail digitally if we have a valid email and mobile number for you. Check your junk mail for the email, otherwise contact our office to confirm your details.

Why have I received an email but no SMS?

Our system will only send mail digitally if we have a valid email and mobile number for you. This could mean that the SMS has gone to an old or incorrect mobile number, but the code in the link is of no use without access to the email. Please contact our office to confirm your details.

I am receiving paper correspondence, how do I get digital delivery?

If you are receiving ATO mail through traditional postage methods it means we either do not have current valid email and mobile details for you, or you have previously asked us to stay with paper. Please contact us to update your details or preferences.

Can I still receive paper correspondence?

We encourage you to give our digital system a go for the reasons above, but we still understand that some people are not ready or able to use digital systems. Just let us know if you prefer paper.

How can More Than Tax help?

If you have any queries on the information above, please contact us at info@morethantax.com.au.