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FEDIXTax lodgment status & ATO data

Lodgment reminders to clients

Generate, preview and send reminders to clients about outstanding returns, manually or on an automatic schedule with escalation templates.

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The problem it solves

Chasing clients for outstanding returns is repetitive, and the clients who most need reminding are easy to miss.

How it works

  1. Generate reminders for clients with outstanding lodgments.
  2. Preview them, then send, or let the schedule send them.
  3. Escalate with follow-up templates and see how reminders are performing.

What your practice gets

  • Clients are chased consistently.
  • Preview and cancel before anything goes out.
  • Analytics on reminder outcomes.

Questions accountants ask

Can reminders send automatically?

Yes, if you turn on the auto-send schedule.

Can I preview a reminder?

Yes. Reminders can be previewed and cancelled.

Can I escalate?

Yes. Escalation templates are available.

Features that work alongside lodgment reminders to clients.

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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Daily ATO refresh and reminders

Your ATO lodgment data refreshes every day and lodgment reminders send automatically, when your practice turns these on.

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 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.

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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