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Communication history – client summary

Use communication history at the client summary to view or send messages relevant to your client.

Last updated 6 June 2024

Communication history is available at the practice and Client summary. Use the client summary to view or send messages relevant to your client.

Communications are available to retrieve from 1 July 2008 onwards. For what is available see Communication history.

To view communications for a client:

  • select a client
  • select Profile then Communication history
  • Filter by  
    • time period – Last 24 hours, Last 7 days, Last 30 days, Last 5 years or Choose dates
    • channel – myGov, email, SMS, Paper, Agent digital or ATO Online
  • results will display for the roles you are authorised for. If you don't select a period, then the last 5 years will display
  • select Download – a new window will open with the search results as an Excel spreadsheet, CSV or HTML file
  • select Print friendly version to print or save a copy.

QC54079