ATO Integration with Tax Sorted

ATO Integration with Tax Sorted

Introduction

Tax Sorted allows you to integrate directly with the ATO, making the workflow easier and faster. With this integration, you can automatically fetch key information like the Income Tax Account (ITA) and Integrated Client Account (ICA) directly from the ATO, removing the need to manually upload these documents.
Follow the steps below to complete the integration:

Steps to Perform in Tax Sorted

Step 1: Click on Settings and select Integrations.



Step 2: Now, click on ATO Integration tab and enter details like ABN, Tax Agent Number and Name.


Step 3: Once all details are entered correctly, the Generate button will be enabled. Click on Generate to create your Software Subscription ID (SSID).



Notes
Note - You will need this SSID in the next steps when registering with the ATO.

Steps to Perform in ATO

To allow Tax Sorted to fetch data from ATO, you would require to make Tax Sorted a Digital Service Provider with ATO


Step 1: Login to Access Manager with Tax Agent's MyGovID.


Step 2: Select the relevant business and navigate to My hosted SBR software services.



Step 3: Click on Notify the ATO of your hosted services.



Step 4: In the Service Provider Name field, type GETONCLOUD PTY LTD. From the results, click on the ABN 62 601 942 698 link.


Step 5: Enter the SSID generated in TAX Sorted and Save.


Steps to Perform in Tax Sorted

Step 1: After completing the setup in ATO Access Manager, return to Tax Sorted.

Step 2: Tick the I have set up the ATO Connection checkbox and then click on Save.



That's all, you have now successfully integrated Tax Sorted with ATO.

    • Related Articles

    • Understanding the Dataflow Between Tax Sorted, Xero Practice Manager & Xero Ledger

      Introduction This article provides an overview of the data flow between Tax Sorted, Xero Practice Manager (XPM) and Xero Ledger Tax Sorted is a tax workpaper preparation and management platform that integrates with Xero Practice Manager, and Xero ...

    • Data Authentication: Tax Sorted - Xero

      Introduction Discover how the seamless integration between Xero and Tax Sorted can streamline your accounting processes. This integration ensures your financial data is accurate, up-to-date, and easy to manage, making Tax Sorted the ideal solution ...

    • FYI Integration - Tax Sorted

      Introduction With this newly added feature, we have developed the functionality to Upload Documents directly from FYI Docs into Tax Sorted and Save the Workpaper File into FYI Docs once generated. Configuration Step 1:- After logging in to the Tax ...

    • Tax Sorted - Placeholders

      Introduction Placeholders are a special set of characters that represents a variable and that are replaced with actual data at real-time. In Tax Sorted the placeholders will fetch your data automatically from sources like Xero report, Xero ledger and ...

    • Register & Login to Tax Sorted

      Introduction Tax Sorted is your go-to solution for automating the workpaper preparation process, making it easier and faster. We are here to make your workpaper process smoother and easier. This guide will walk you through the process of logging in ...