• How do I send a message?

    This 'How do I' shows you how to send a message.

     

    Step 

    Action 

    Result 

    1.

    Select ‘Mail’.

    The ‘Portal user inbox’ screen will be displayed.

    2.

    Select the ‘New message’ from the left navigation bar.

    The ‘New message - select subject’ screen will be displayed.

    3.

    This screen allows you to select the subject heading as the first part of the ‘select subject’ step.

    This example uses a ‘Registrations’ subject.

    Select the ‘Registrations’ link.

    The ‘Select subject - registrations’ screen will be displayed.

    4.

    This screen displays the subjects list for the ‘Registrations’ topic.

    This example uses ‘If the online process for updating name and address details has not met your requirements’.

    Select the Next button.

    The ‘New message – choose client’ screen will be displayed.

    5.

    This screen allows you to select the source of the enquiry.

    This example uses a new message on behalf of a client. This is the default selection.

    If you make any other selection, you will be taken directly to step three (enter message details).

    Select the Next button.

    The ‘New message – choose client – search’ screen will be displayed.

    6.

    You can search for your client by:

    • TFN/ABN
    • name (search using the first part of the legal/main name)
    • browse (from your client list).

    Select the Next button.

    The ‘New message – enter message details’ screen will be displayed.

    7.

    The client is selected.

    This screen allows you to:

    • enter your message details
    • add an attachment
    • set up an automatic email notification when a response is received.

    Enter the details you want to give us in the message text box.

    Maximum length is 4,000 characters.

    Select the Add button to attach a file.

    The ‘New message – attach files’ screen will be displayed.

    8.

    This screen allows you to attach one or more files.

    Attachment guidelines:

    • there is a limit of six attachments per message
    • there is a limit of 3.7MB for each attachment
    • acceptable files types are .doc, .pdf, .rtf, .xls, .tif, .jpg, .zip, .bmp, .mpp , .ppt, .png, .gif, .docx, .dotx, .xlsx, .xltx, .pptx, .potx and .ppsx
    • if scanning text, use black and white settings at 72 dpi
    • if scanning images, use black and white settings at 200 dpi.

    You can select a file from your computer to be attached.

    Select the Browse button.

    The ‘Choose file’ screen will be displayed.

    9.

    Select the required file from your computer.

    Select the Open button.

    ‘New message – attach files’ will be displayed with the file selected.

    10.

    The selected file is displayed in the ‘File attachment’ field.

    Select the Attach button.

    ‘New message – attach files’ will be displayed with the file attached.

    11.

    The name of the file attached is displayed in the ‘Attached files’ list. You can attach up to six files.

    To remove a file from the list, choose the checkbox beside the name of the file you want to remove, then select the Remove files button.

    When you have selected all the files you want to attach, select the Next button.

    The ‘New message – enter message details’ screen will be displayed with the file attached.

    12.

    You must complete the contact name details. You can change these details for this message.

    The phone details are optional.

    Select the Setup button to set up an automatic email notification when you receive a response.

    The ‘Inbox – set email notification’ screen will be displayed.

    13.

    This screen allows you to nominate the email address you want notification sent to when there is a message in your inbox. The default selection is ‘Yes’.

    Changes you make to information on this screen will not be used to update our official records. The information is used only for this portal.

    Select the Submit button.

    The ‘New message – enter message details’ screen will be displayed with the email notification set.

    14.

    Select the Next button.

    The ‘New message – check and send’ screen will be displayed.

    15.

    This screen shows all the details for your message.

    Select the Send button.

    The ‘New message – receipt and confirmation’ screen will be displayed.

    16.

    We give you a portal receipt number to use when communicating with us about this message. Keep a copy of this receipt number with your records.

    Select the Go to inbox button.

    You will be returned to your portal inbox.

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