Integration with Enterprise Tax by GovReports (Australia only)

Plan: Not Available: Intermediate Available: Pro or Elite

Users: Not Available: All users Available: FYI Admins or User Group permissions

Practice Management Source: Available: All sources

GovReports is Australia's first cloud-based tax and SBR lodgement platform, featuring one-suite solutions for compliance, job tracking, time and billing and e-signature apps with one client database.

This integration is available to practices in Australia only. For more information, visit govreports.com.au.

Features of the Integration

Connecting GovReports to FYI offers practices the ability to synchronise their clients' tax and accounting workpapers directly to FYI.

With this integration, practices can:

Bulk import Clients from FYI into GovReports.
Select finalised tax returns and related lodgement receipts to upload from GovReports directly into FYI.
Automatic document status updates in GovReports to track when documents have been filed to FYI.

Connecting GovReports to FYI

Step 1 - Obtain the Access Key ID and Access Key Secret from FYI

From FYI, click the Automation menu option.
Click the Apps tab.
Click the Enterprise Tax by GovReports cog icon to edit the integration.
Click Create new secret. This will generate a new Access Key ID and Secret Key used to connect to FYI.
The Access Key ID and Secret Key ID will be displayed. Click the clipboard icon to copy each of the keys and paste it in GovReports or a secure location, for example, a vault.
Important: You can only view the Secret keys the first time this window is displayed. If the Keys are required again, you must disconnect your integration and request a new Key before you reconnect your integration.
Click Close once you have saved the Access Key ID and Secret Key ID to a secure location.