FEDIXTax lodgment status & ATO data
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.
The problem it solves
Client records missing tax identifiers cause failed lookups and manual work.
How it works
- Configure the scheduled client sync.
- Review the sync logs, or run it manually.
- Backfill missing tax identifiers from ATO data.
What your practice gets
- Fewer clients with missing identifiers.
- Client data kept consistent with the ATO.
- Logs show what changed.
Questions accountants ask
Can I run the sync manually?
Yes.
What is backfilled?
Missing tax identifiers such as TFN and ABN, from ATO data.
Can I see what changed?
Yes. The sync keeps logs.
Related features
Features that work alongside ato client sync and tax id backfill.
ATO client list import
Read your practice's ATO client list, import clients and add client relationships, with a record of each change.
ATO documents
Keep ATO-sourced documents, such as notices and statements, together for each client.
Tax planning reminder campaigns
Email tax-planning reminders to selected clients from templates and campaigns, with a test send and the recipient list.
VideoATO lodgment worklist
See every client's ATO lodgment list, with due dates and status, in one worklist you can refresh in bulk.
VideoNightly ATO lodgment refresh
Your practice's ATO lodgment status refreshes on a daily schedule, with settings, logs and a run-now option.
Lodgment reminders to clients
Generate, preview and send reminders to clients about outstanding returns, manually or on an automatic schedule with escalation templates.
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.