Monday ATO check: overdue returns, then FediPilot reads the prefill

How can an accountant see which returns are overdue and start on the first one?

The Practice Manager shows every client's ATO lodgment status in one list, refreshed daily from the ATO. The accountant picks the first overdue return and asks FediPilot to start. FediPilot reads the client's ATO prefill so those figures are ready for the working paper. It reads ATO data and does not lodge; the accountant does.

Transcript

Monday morning. Which returns are overdue? The Practice Manager shows every client's ATO lodgment status in one list, refreshed daily from the ATO. Pick the first one, and ask FediPilot to start. It reads the client's ATO prefill, so those figures are ready for the working paper. It reads ATO data. It doesn't lodge. You do. Try it free at home dot fedix dot ai.

The clients, names and files shown in the video are fictional. FediPilot prepares the work; the accountant reviews it.

Sources

• Fedix home page: The 14-day free trial offer and "Nothing is lodged without your approval."
• Practice Manager: ATO lodgment status and data: Your practice's ATO lodgment status refreshes on a daily schedule. Look up and save a client's ATO pre-fill income tax figures so they are ready for the working papers. Fedix retrieves data through its DSP integration; it does not lodge.
• FediPilot: Read a client's ATO prefill through Fedix, sync it and add the client to your agent list if needed, showing the status.