Connecting ATO

The ATO integration securely connects the firm with the Australian Taxation Office. Once connected, ATO documents for linked clients come into their jobs automatically: BAS, IAS and STP reports, the ATO Prefill report, the Income Tax Account and the Integrated Client Account.

1.    Go to Firm Settings, then ZIP (Integration).

2.    On the ATO card under Tax Authority, select Connect, or use Assign to if someone else will connect it.

3.    Sign in with the firm’s ATO credentials and approve access for Zato.

Note: Only Level 6 (Director) and Level 1 (Admin) users can set up integrations. Without the connection, the same documents can be uploaded as PDFs exported from the ATO portal

How to access: Firm Settings, then ZIP (Integration), then Tax Authority.