Fedix and ATO online services: what is read, how often, and what to set up

What syncs

• Practice Manager: the practice's ATO client list and client relationships, each client's lodgment list with due dates and status (refreshed on a daily schedule), and ATO-sourced documents kept with each client.
• Practice Manager: client details kept in step with the ATO on a schedule, with missing TFNs and ABNs filled in on client records from ATO data.
• MyLedger: a client's ATO account data retrieved without logging in to the ATO portal, and ATO transactions previewed and imported into the ledger.
• FediPilot: reads a client's ATO prefill through Fedix, syncs it and shows the status.

Direction

Inbound. Fedix reads this data from ATO online services. This page describes no step that sends data to the ATO.

What the practice sets up

• Set up the practice's connection to ATO online services in Practice Manager, test it, and add the practice's tax agent numbers.
• Read the practice's ATO client list and import the clients; for a prefill, FediPilot can add a client to the practice's agent list if needed.
• Import the ATO client list, then let the daily refresh keep lodgment status current; a run can also be started on demand.

Limits

• ATO data is retrieved through Fedix's DSP integration. This is not a claim that Fedix is certified or endorsed by the ATO.
• Practice Manager and MyLedger do not lodge. Nothing is lodged without your approval.
• This page states no ATO rule or position; for those, read the ATO's own guidance.

Feature pages

• Practice ATO connection setup: Set up your practice's connection to ATO online services, test it, and manage your tax agent numbers.
• ATO client list import: Read your practice's ATO client list, import clients and add client relationships, with a record of each change.
• ATO lodgment worklist: See every client's ATO lodgment list, with due dates and status, in one worklist you can refresh in bulk.
• Nightly ATO lodgment refresh: Your practice's ATO lodgment status refreshes on a daily schedule, with settings, logs and a run-now option.
• ATO documents: Keep ATO-sourced documents, such as notices and statements, together for each client.
• 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 connection and lodgments: Test the ATO connection and see a client's lodgments from inside MyLedger.
• Retrieve ATO account data: Refresh and retrieve a client's ATO account data without logging in to the ATO portal.
• Import ATO activity to the ledger: Preview and import ATO transactions into the ledger, import from a CSV manually, or remove an import.
• ATO prefill from chat: Read a client's ATO prefill through Fedix, sync it and add the client to your agent list if needed, showing the status.