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Move a Document/s Between Trays

The In Tray, Out Tray and Sent Items help you organise your documents. The In Tray allows you to get your documents from the ATO and enter information into them. The Out Tray allows you to store one or more documents to send to the ATO. Sent Items allows you to view a copy of each document you have sent.

If you want to send a document to the ATO from the In Tray, first move it to the Out Tray. You can view your documents in the Out Tray before you send them but you cannot make any changes. If you wish to change information in a document, move the document back to the In Tray.

When you send a document to the ATO, a copy of each document will be automatically moved to your Sent Items.

The following tasks are described below:

  • Move a document/s to the Out Tray from the In Tray
  • Move a document/s to the In Tray from the Out Tray.

To move a document/s to the Out Tray from the In Tray, perform the following steps:

  1. In the In Tray, select the document/s you want to move to the Out Tray. The document/s must have a status of Completed before it can be moved to the Out Tray.

    In Tray

  2. Click on the Move to Out Tray button. Each document you move to the Out Tray is displayed with a status of Ready to Send.
To move a document/s to the In Tray from the Out Tray, perform the following steps:
  1. In the Out Tray , select the document/s you wish to move.

    Out Tray

  2. Click on the Move to In Tray button. Each document you move to the In Tray is displayed with a status of Completed.