MYLEDGERATO data in the ledger
ATO transactions review
Review a client's ATO account transactions and bring them into the ledger.
The problem it solves
ATO activity needs reviewing before it is posted.
How it works
- Open ATO transactions.
- Review the activity.
- Import what belongs in the ledger.
What your practice gets
- Review before import.
- All ATO activity in one view.
- Guided import.
Questions accountants ask
Is anything imported automatically?
No. You choose what to import.
Can I filter?
Yes.
Is it per client?
Yes.
Related features
Features that work alongside ato transactions review.
Retrieve ATO account data
Refresh and retrieve a client's ATO account data without logging in to the ATO portal.
ATO statement upload
Upload an ATO statement PDF to reconcile when integrated data is not available.
Import ATO activity to the ledger
Preview and import ATO transactions into the ledger, import from a CSV manually, or remove an import.
Fast ATO lookups
Retrieved ATO data is stored for the client so ATO views open quickly.
ATO connection and lodgments
Test the ATO connection and see a client's lodgments from inside MYLEDGER.
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.