FEDIX Practice management
Tax lodgment status & ATO data
Authorised ATO information inside the practice system: lodgment worklists, client relationships, account transactions, prefill figures, reminders and risk signals. Fedix retrieves data through its DSP integration; it does not lodge.
Who it is for
Registered tax agents and BAS agents who need an accurate, current view of each client's ATO position.
Features in Tax 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.
VideoATO 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.
VideoATO prefill figures
Look up and save a client's ATO pre-fill income tax figures so they are ready for the working papers.
VideoATO 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.
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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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.