DESCRIPTION

This article is written with step-by-step Instructions to SAVE and Restore DATA Manually from ATOM Software.

As Australian Taxation Office (ATO) does not explicitly mandate a "7-year software restoration," but they strictly require that any digital records are secure, readable, and able to be reconstructed into an easily accessible, standard format (like Excel or CSV) if an AUDIT or REVIEW occurs, you can Download and SAVE all the Data & Reports from ATOM Software manually and RECORD it in a secured place for future access.

STEPS TO FOLLOW

PART A | Create a Secure place to record ATOM Software Data

1. Create a New Folder 📁 on Computer/Laptop (e.g. ATOM Software Data until Year 2033)

2. Create a Duplicate Folder 📁 on Google Workspace (Google Drive) or Microsoft OneDrive or Sharepoint

3. Create Sub-Folders 📂 for different years (e.g. Year20X1, Year 20X2, .... Year 20X7)

PART B | Download & Save all the Records in the secured place

Report 1 | Run list of Clients (automatically include Current & Non-current)

i. Client Information > Client List (Individual) > Click Excel icon > Save in CORRECT Subfolder

ii. Client Information > Client List (Company) > Click Excel icon > Save in CORRECT Subfolder

Report 2 | Run list Matters (automatically include Current & Non-current)

◾Matter List > MUST select All (Status) > Click Excel icon > Save in CORRECT Subfolder

Report 3 | MUST run all TRUST related reports

◾Example: Monthly Reports > Trust Monthly Reports List > Select All options > PDF icon > Save in CORRECT Subfolder

Report 4 | Instead of Monthly Reports use Interim Reports 

◾Example: Interim Reports > Select any report > Apply Date Range > Click on Search > Click on Print CSV > Save in CORRECT Subfolder

Report 5 | Run Search Transactions for all transaction/entries 

◾General Accounts > Search Transactions  > Apply Date Range > Select Sub Account (ALL) > Click on Search > Click on Print CSV > Save in CORRECT Subfolder

NOTE: You MUST run ALL the reports and download the Excel/CSV/PDF files in the CORRECT Subfolder - Year, and keep the file name with same report heading > screenshot

📘EDUCATIONAL SECTION

1. Overview of record-keeping rules for business
2. Record keeping evaluation tool > Record keeping evaluation tool
3. Accountability for business record keeping

4. Records you need to keep for longer than five years

    

Please contact ATOM Support Team, if above instruction does not resolve the issue:
Phone: 1300 997 207
Email:  atomsupport@dyedurham.com