You can integrate FYI with ATOmate Business Automation Works to import ATO documents, including Notice of Assessments, Statements of Account and Tax Debts.
ATOmate is available for practices on the Intermediate or Pro plan.
Set up the Business Automation Works App in FYI and get the FYI Key
You need to get the FYI Access Keys that will be put into in your ATOmate - Business Automation Works account to connect to FYI. ATOmate - Business Automation Works will then push documents to FYI.
Note: This is a one-off step and can only be done by an FYI Admin, or a user in a User Group that has Permissions enabled for Automations.
- From FYI, click the Automation menu option.
- Go to the Apps tab.
- In the Business Automation Works app, click the cog icon to edit it.
- In the Business Automation Works Integration panel, click Reveal Secret Key.
This displays the Business Automation Works Integration keys for FYI; the Access Key ID and the Access Key Secret. These keys will be used in Business Automation Works to connect to FYI. You can click the clipboard icon to copy each of these and paste them, for example to a Word document, to use later in Business Automation Works.
- Optionally, you can select the Cabinet and Categories that will be used as the AutoFile Defaults if these have not been set up for the client.
Note: The integration will use the Client ID in FYI to complete the filing of documents. The Client ID can be located in the URL when the Client is displayed.