MYLEDGERATO data in the ledger
Import ATO activity to the ledger
Preview and import ATO transactions into the ledger, import from a CSV manually, or remove an import.
The problem it solves
Posting ATO activity as journals by hand is slow and error-prone.
How it works
- Preview the ATO transactions to import.
- Import them, or use a manual CSV.
- Remove the import if needed.
What your practice gets
- ATO activity posted without retyping.
- Preview first.
- Reversible.
Questions accountants ask
Can I preview first?
Yes.
Can I import from a file?
Yes, a manual CSV import is available.
Can I undo an import?
Yes, remove it.
Related features
Features that work alongside import ato activity to the ledger.
Retrieve ATO account data
Refresh and retrieve a client's ATO account data without logging in to the ATO portal.
Transaction ledger
Every transaction for the client is kept in one ledger that all MYLEDGER screens read from and write to.
ATO suspense summary
A summary of ATO-sourced items waiting in suspense for you to classify.
ATO comparison panel
Compare ATO account activity with the ledger and get a prompt to import anything missing.
ATO statement upload
Upload an ATO statement PDF to reconcile when integrated data is not available.
Fast ATO lookups
Retrieved ATO data is stored for the client so ATO views open quickly.
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.