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FEDIXTax lodgment status & ATO data

ATO documents

Keep ATO-sourced documents, such as notices and statements, together for each client.

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The problem it solves

ATO correspondence gets lost in inboxes and downloads folders.

How it works

  1. Open the ATO documents page.
  2. Find the client's notices and statements.
  3. Use them in your work and client conversations.

What your practice gets

  • ATO correspondence stored with the client.
  • Easy to find when the client asks.
  • One place for ATO paperwork.

Questions accountants ask

What kinds of documents are kept?

ATO-sourced documents such as notices and statements.

Are they linked to clients?

Yes.

Can clients see them?

Your practice decides what to share with clients.

Features that work alongside ato documents.

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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Tax planning reminder campaigns

Email tax-planning reminders to selected clients from templates and campaigns, with a test send and the recipient list.

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ATO client list import

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

Nightly 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.

ATO account transactions and balances

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

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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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