MYLEDGERATO data in the ledger
Retrieve ATO account data
Refresh and retrieve a client's ATO account data without logging in to the ATO portal.
The problem it solves
Downloading ATO account statements by hand for each client is slow.
How it works
- Open the client.
- Refresh the ATO data.
- Review it in MYLEDGER.
What your practice gets
- ATO ledgers without the portal.
- Refresh on demand.
- Ready to reconcile.
Questions accountants ask
Where does it come from?
From the ATO, retrieved through Fedix's DSP integration under your practice's authority. This is not a claim that Fedix is certified or endorsed by the ATO.
How current is it?
As current as your last refresh.
Which accounts are included?
The client's ATO accounts available through the integration.
Related features
Features that work alongside retrieve ato account data.
ATO connection and lodgments
Test the ATO connection and see a client's lodgments from inside MYLEDGER.
ATO transactions review
Review a client's ATO account transactions and bring them into 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.
Fast ATO lookups
Retrieved ATO data is stored for the client so ATO views open quickly.
ATO statement upload
Upload an ATO statement PDF to reconcile when integrated data is not available.
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.