Overview:

ATOmate is the solution, integrating directly with the ATO to automate the capture, processing, checking and distribution of activity statements, instalment notices and 200+ other ATO documents.

These instructions explain how to export the report to ATOmate.

Instructions:

  1. In LodgeiT, browse to Settings > Export to view the two reports:

    1. ATOmate - Clients

    2. ATOmate -Tax Returns

4. Click CSV for each report. 

5. The CSV files will download. 

6. Save both files into the ATOmate\Export folder.