Practice-wide ATO lodgment status list
Recorded on a demo practice with fictional data.
Open the video pageFEDIXTax lodgment status & ATO data
ATO lodgment worklist
See every client's ATO lodgment list, with due dates and status, in one worklist you can refresh in bulk.
The problem it solves
Working out what is due and overdue across the client book means logging in to the ATO portal client by client.
How it works
- Retrieve the lodgment list for your clients from the ATO.
- Review due and overdue returns and activity statements in one worklist.
- Refresh in bulk when you need the latest position.
What your practice gets
- Due and overdue lodgments across the practice in one view.
- Less time in the ATO portal.
- Records saved against each client.
Watch it in the product
A short recording of ato lodgment worklist in use.
Questions accountants ask
Where does the data come from?
From the ATO, retrieved through Fedix's DSP integration under your practice's authority.
Does Fedix lodge returns?
No. Fedix retrieves and organises ATO information for your review. Lodgement stays in your lodgement software.
Can I refresh many clients at once?
Yes. Bulk refresh is available.
Related features
Features that work alongside ato lodgment worklist.
ATO client list import
Read your practice's ATO client list, import clients and add client relationships, with a record of each change.
Outstanding lodgements per client
See every outstanding lodgement for a client across years in one list.
BAS and IAS tracking
Track upcoming BAS and IAS obligations as workflow rows assigned to accountants, with a dashboard widget.
Jobs that follow lodgement status
Job status is kept in step with lodgement status, so a job can close once its return shows as lodged.
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.
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.