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AU Tax - Download client refund reports directly from ATO into Trust Account bank reconciliation

Is it possible to have a down load directly from the ATO when they pay out a client refund into your trust account. It is very time consuming trying to match payments with clients without this information.

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Kirsten Kolijn shared this idea  ·   ·  Report…  ·  Admin →
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Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded  · 

Thanks for sharing this suggestion, Kirsten. Having more information about ATO refunds available in Xero could make it easier to identify which client each incoming payment relates to when reconciling a trust account.

I’ve updated this idea to Gaining Support so we can continue tracking interest from the community. If this would help your workflow, add your vote and let us know what refund information you’d like to see in Xero.

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  • Alison Selby commented  ·   ·  Report

    Hi Kirsten. There is a report if you go to Settings, PLS/ELS Management, Retrieve PLS Reports.
    Unfortunately, you have to have the correct permissions to be able to get to it. And it has to be run manually. It also takes about an hour to actually come in. But I think this might be what you're after.

    It would be much better if there was a way to set it so it runs itself every day, like MYOB AE had.