Login to the ATO Portal. Search for the client in question. Select Accounts Summary.

Open Activity Statements

Scroll to the bottom of the page and set MAX results.

Scroll back to the top of the page and select Download.

Select to download .CSV. Navigate back to LodgeiT & import Integrated Account.

Choose the .CSV you downloaded in the previous step. 


NOTE - If you don't have all the transactions you expect be sure to check if there are more than one page of transactions in the portal. i.e. MAX transactions may not cover all the transactions you want.

Related Article:

Matching Integrated Account Facts with Activity Statement Facts