FEDIXTax lodgment status & ATO data
ATO prefill figures
Look up and save a client's ATO pre-fill income tax figures so they are ready for the working papers.
The problem it solves
Copying pre-fill figures out of the ATO portal by hand invites transcription errors.
How it works
- Retrieve the client's prefill figures from the ATO.
- Review and save them against the client.
- Use them in the working papers for the return.
What your practice gets
- Prefill figures without retyping.
- Saved on the client for the whole team.
- A starting point for preparation.
Watch it in the product
A short recording of ato prefill figures in use.
Questions accountants ask
What figures are included?
The pre-fill income tax figures the ATO makes available for the client.
Are the figures final?
No. Prefill is a starting point that your preparation checks.
Does Fedix lodge the return?
No. Fedix retrieves and organises ATO information for your review. Lodgement stays in your lodgement software.
Related features
Features that work alongside ato prefill figures.
ATO client list import
Read your practice's ATO client list, import clients and add client relationships, with a record of each change.
Tax return workpapers
A structured workpaper for each return, with sections, adjustments, versions you can revert to and a PDF.
ATO 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.