ATO Data integrity in XPM

Nov 9 / Clarity Street
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Welcome to this week's Clarity Calls session! Discover the secrets to the world of ATO Data integrity in XPM. Get ready to demystify the process and unlock valuable insights.
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everaging XPM for Data Integrity in Your Public Practice Firm
Data integrity is crucial for managing a Public Practice Accounting firm. It ensures accurate operations and compliance with the Australian Taxation Office (ATO). In our Clarity Calls webinar, we explored the topic of maintaining data integrity between Xero Practice Manager (XPM) and the ATO.
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What You Will Learn in This Session:
  • Comparing Client Lists: Your client list holds valuable information about your clients and their engagements, making it a vital asset to your accounting practice. Align your client list in XPM with the ATO to reduce discrepancies and improve client management.
  • Keeping Tax Form Due Dates Updated: Staying on top of your clients' tax form due dates is essential. Manage tax form deadlines effectively in XPM for seamless submissions.
  • Managing the ATO Income Tax Lodgement List: The ATO's Income Tax Lodgement list plays a crucial role in your firm's relationship with both the ATO and your clients' compliance status. Use XPM's integrated features to maintain order, track progress, and complete ATO-related tasks.
Tune in to the full recording of our Clarity Calls webinar to gain valuable insights and learn the best practices for leveraging XPM to achieve ATO data integrity in your firm. With the right tools and knowledge, you can take your firm to the next level in terms of productivity, compliance, and client satisfaction.
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Please see the recording of the session below.