• Inbox

    The portal inbox contains messages sent from the ATO, including:

    • replies to messages
    • ATO-initiated messages
    • messages allocated by other portal users within your business
    • automated rejected file messages.

    Compatibility issues

    Some attachments to messages may not be compatible with screen reader software versions.

    If you receive an attachment within a message that is not compatible with your screen reader software, you can ask us to resend it in an alternative format. To request an alternative format, contact us on 13 28 66 between 8.00am and 6.00pm, Monday to Friday, for assistance.

    To ensure that you do not experience the compatibility issue in the future, specify in your messages that your preference is to receive attachments in an alternative format.

    Inbox views

    Subject to authorisation by your administrator, there are three different inbox views:

    • your inbox
    • another user's inbox
    • the business inbox.
    If you are authorised by your administrator, you can access other users' inboxes and the business inbox by:
    • choosing an option from the drop down list
    • selecting the Change button.  
     

    Portal inbox – standard user

    From your inbox, you can:

    • view a message
    • allocate a message to another user
    • set up email notification to alert you to new mail items sent by the ATO
    • delete a message.

    Portal inbox – user with 'access other users' mail'

    In addition to all the standard user features, you can access other users' inboxes and the business inbox by:

    • choosing an option from the drop down list
    • selecting the Change button.

    You can only view, print and allocate messages.

    A user, with access to other users' inboxes, can access:
    • their own mailbox
    • the business inbox
    • all other users' inboxes.

    You can only action a message from your own inbox.
     

    Portal inbox – business

    From the business inbox you can:

    • view a message
    • allocate a message to another user's inbox.
    • set up or change email notification for new items to the business inbox
    • delete a message.

    You can access other users' inboxes or your own inbox by:

    • choosing an option from the drop down list
    • selecting the Change button.
    A message must be allocated to a user's inbox to be actioned.
    From within the business inbox, you cannot:
    • create a new message
    • reply to a message.
       
     

    To go to your own in box from the business inbox, select:

    • Inbox to view your own inbox
    • New message to send a message from your own mailbox
    • Sent to view your own sent items.

    View a message

    You can view messages from the inbox and the Sent screen.

    From the View message screen you can:

    • download any attachments from the ATO
    • reply to the message
    • allocate the message to another user
    • delete the message
    • view the message history.

    Attachments from the ATO are accessed by the Download buttons. The user can view these immediately or save them to their computer.

    If there is a message history, only the three most recent items are shown. Any remaining message history is accessible using either the:

    • Message history – older button
    • Message history – newer button.

    Only messages in message history can show a status of 'Deleted'.

    Allocating a message to another inbox

    You can allocate messages from the inbox and the View message screen.

    From the inbox:

    • choose the checkbox next to one or more messages
    • select the Allocate button.
    The Inbox – allocate message screen displays the selected messages. The drop down list displays all users for the business. 

    To allocate the messages to another user's inbox:

    • choose the user from the drop down list
    • select the Submit button.
    The allocated messages appear in the other user's inbox as unread (new) even if they have been viewed by the original user.
     

    Set up email notification to alert you to new mail items

    You can select the email notification Setup or Change buttons on the following screens:

    • any inbox screen
    • New message – enter message details screen
    • Reply – enter message details screen.

    To set up email notification, you must enter the email address in the field box and select the Submit button.

    We recommend that you set up email notification.

    Delete a message

    You can delete messages from the inbox and the View message screen.

    When you reach 250 records, you will not be able to send any more messages, online forms, transfers or refund requests.

    You will receive a warning that you are reaching your limit at 230 records.

    All message deletions that you make are permanent. 

    Replying to a message

    Select the Reply button on the View message screen to begin the first step.

    There are three steps to replying to a message:

    • enter the message details
    • check and send
    • receipt and confirmation.

    You can:

    • enter message text of up to 4,000 characters
    • add up to six attachments
    • change contact details
    • set up or change email notification.

    Rejected file message

    If you have received a rejected file message you can send the replacement attachments in your reply.

    For more information, refer to Mail – further information.


     

     Back to top 


Relying on our information - our commitment to you

We are committed to providing you with advice and guidance you can rely on, so we make every effort to ensure that what we give you is correct.

If you follow our advice or guidance and it turns out to be incorrect, or it is misleading and you make a mistake as a result, we will take that into account when determining what action, if any, we should take.

Some of the advice and guidance on this website applies to a specific financial year. This is clearly marked. Make sure you have the information for the right year before making decisions based on that information.

If you feel that our advice and guidance does not fully cover your circumstances, or you are unsure how it applies to you, contact us or seek professional advice.

Copyright

© Australian Taxation Office for the Commonwealth of Australia

You are free to copy, adapt, modify, transmit and distribute this material as you wish (but not in any way that suggests the ATO or the Commonwealth endorses you or any of your services or products).