Download Integrated and Tax Account
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.
Importing Integrated Tax Account in LodgeiT
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.
Error: "The selected files have no transactions"
Reason & Solution: The issue occurs because this file was re-saved after downloading from ATO and changed its format. To resolve this issue user needs to download original csv file from ATO and import it to LodgeiT without editing/saving it in Excel.
Matching Integrated Account Facts with Activity Statement Facts