How to Import Integrated and Tax Accounts into LodgeiT

Modified on: Thu, 9 Oct, 2025 at 2:11 PM

This guide explains how to import integrated and tax accounts directly from the ATO into LodgeiT for efficient analysis, including Income Tax Account and Income Tax Validator data.

*Same process for Income Tax Account/ Income Tax Validator.

Steps to Import

From the LodgeiT dashboard, navigate to Reports and select ATO Accounts from the menu. Next choose the option "Import Integrated Account"

Select and Import

Result:

Once imported, you can set the analysis time frame using the dropdown options.

View summaries based on different criteria such as Type of account or transaction, specified Range or date period and Sum By different categories for detailed insights

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