FEDIXTax lodgment status & ATO data
ATO account transactions and balances
See each client's ATO account transactions and balances inside the client record.
The problem it solves
Answering "how much do I owe the ATO?" usually means a separate trip to the ATO portal.
How it works
- Open the client's ATO information.
- Review account transactions and balances.
- Use them when advising the client or reconciling.
What your practice gets
- Know what each client owes the ATO.
- Transactions and balances beside the client file.
- Fewer portal logins.
Watch it in the product
A short recording of ato account transactions and balances in use.
Questions accountants ask
Which accounts are shown?
The client's ATO account transactions and balances retrieved through Fedix's ATO integration.
Can I reconcile these in the ledger?
MYLEDGER includes ATO account reconciliation.
Is the data live?
It is retrieved from the ATO when you refresh, and can be refreshed on a schedule.
Related features
Features that work alongside ato account transactions and balances.
ATO client list import
Read your practice's ATO client list, import clients and add client relationships, with a record of each change.
ATO prefill figures
Look up and save a client's ATO pre-fill income tax figures so they are ready for the working papers.
VideoATO risk signals and priorities
Risk scores, anomaly checks on prefill and activity statement data, an alerts feed and priority dashboards that show which clients need attention first.
Practice ATO connection setup
Set up your practice's connection to ATO online services, test it, and manage your tax agent numbers.
ATO client sync and tax ID backfill
Keep client details in step with the ATO on a schedule, and fill in missing TFNs and ABNs on client records from ATO data.
ATO documents
Keep ATO-sourced documents, such as notices and statements, together for each client.
See it working in your practice.
Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.
14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.