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FEDIXTax lodgment status & ATO data

Practice ATO connection setup

Set up your practice's connection to ATO online services, test it, and manage your tax agent numbers.

More in Tax lodgment status & ATO data Search all features

The problem it solves

ATO data can only flow once the practice is set up to connect under its own registered agent numbers.

How it works

  1. Enter your practice's ATO connection details.
  2. Test the connection.
  3. Add and manage your tax agent numbers.

What your practice gets

  • A guided, testable setup.
  • Multiple agent numbers supported.
  • The foundation for every ATO feature.

Questions accountants ask

Do I need my own agent number?

Yes. The connection works under your practice's registered agent numbers.

Can I test the setup?

Yes.

Is Fedix certified by the ATO?

ATO data is retrieved through Fedix's DSP integration. This is not a claim that Fedix is certified or endorsed by the ATO.

Features that work alongside practice ato connection setup.

Practice profile and branding

Register your practice, then manage its profile, logo, access settings, multi-factor sign-in requirement and invoice settings.

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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.

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 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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ATO client list import

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

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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