Upload the weekly ATO lodgment status report

Each week, download the lodgment status report from the ATO as you already do, then:

1. Go to Insights > ATO Lodgement and press Upload ATO Export.

   

   Upload ATO Export is at the top right.

2. Choose the file and upload it.

BMS matches each row to your client by tax file number (or by name, where a row has none) and keeps the upload as a snapshot of that date. Rows it cannot match are counted under Not matched to a client.

Tip

When the newest export is more than a week old, the page reminds you to upload this week’s.