In Tray

The following topics are described below:

• Getting Started
  This section describes the sequence of actions you will need to take to complete a ATO document electronically. The hyperlinks shown will link you to further information on the topic.
• In Tray functions
  This section summarises the functions available in the In Tray and provides hyperlinks to Help screens on each function.
  

Getting Started

The In Tray lists the documents that you have collected from the ATO. Initially there will be no documents in your In Tray and only the Get New Documents button will be activated.

1. Select In Tray from the Activity Statements submenu or Excise menu.
2. To collect your documents from the ATO, click on the Get New Documents button. Your documents will be downloaded from the ATO website and will appear in your In Tray in reverse period order unless you have selected the Document List option. All new documents will be displayed in bold and will have the status New. Once you open a new document, its status will then change to In Progress.
   
3. To begin entering information into a document click on the document to select it and then click the Open button.
   The open document will appear on the screen and you will be able to view the details and enter information. Note: Alternatively, double-click the required document.
4. When you have completed a document , you must move it to the Out Tray  before you send it to the ATO.

In Tray Functions

A summary of the functions buttons on the In Tray screen are listed below. Click on a hyperlink for further information on that topic.

• Create New Document
  Creates this form:
  Product Stewardship (Oil) Scheme - Claim Form
  
• Get New Documents
  Collects your documents from the secure ATO website. If there are no documents in the In Tray, Get New Documents will be the only function available.
• Move to Out Tray
  Moves your completed documents to the Out Tray ready to send to the ATO. The Move to Out Tray function is only available for a document with the status of Completed.
• Open
  Opens the selected document and allows you to enter information.
• Export
  Export a document to an Extensible Markup Language (XML) format file which can be used by participating accounting software packages.
• Import
  Import a document from an Extensible Markup Language (XML) format file which has been used by participating accounting software packages.
• Print
  Prints the selected document.
• Delete
  Deletes the selected document.

CAUTION
You cannot import information for any document that you have deleted or sent to the ATO.