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FEDIXTax lodgment status & ATO data

ATO client list import

Read your practice's ATO client list, import clients and add client relationships, with a record of each change.

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The problem it solves

Building the client book by retyping tax file numbers from the ATO portal is slow and error-prone.

How it works

  1. Read your client list from the ATO.
  2. Choose which clients to import into Fedix.
  3. Add relationships as needed; each change is logged.

What your practice gets

  • Your ATO client book in Fedix without retyping.
  • Fewer typing errors in tax identifiers.
  • A record of what was imported and changed.

Questions accountants ask

Do I need to retype TFNs?

No. Clients are imported from your ATO client list.

Is the import logged?

Yes. Changes are recorded.

Does it change anything at the ATO?

Adding an ATO client relationship is an action your practice chooses to take; Fedix records it.

Features that work alongside ato client list import.

Client list and search

Find any client in the practice by name, reference or TFN from one searchable, filterable and sortable list.

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ATO lodgment worklist

See every client's ATO lodgment list, with due dates and status, in one worklist you can refresh in bulk.

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ATO account transactions and balances

See each client's ATO account transactions and balances inside the client record.

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ATO prefill figures

Look up and save a client's ATO pre-fill income tax figures so they are ready for the working papers.

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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.

Nightly ATO lodgment refresh

Your practice's ATO lodgment status refreshes on a daily schedule, with settings, logs and a run-now option.

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.

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