Refund Manager Integration

With just clicking a few buttons from your Elite software, sync with Refund Manager. You’ll be able to instantly import your clients individual tax lodgements and EFT Reconciliation Reports from Reckon Elite to build the bulk payment files and start processing payments. It saves you significant time and money.

Refund Manager syncs your data one-way on request from Refund Manager account. We collect any new fee from refund lodgements and EFT Reconciliation Statements.

Once your data is populated, you will be able to use the power of our software to create your direct entry payment files.

Refund Manager will track your transactions and provide you with full reporting to make audit time a breeze.

Access extensive reports designed to help you gain valuable insights of your practice and clients so that you can make better decisions.

Automate your fee from refund in 3 easy steps

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Sign-up to Refund Manager

Create your free trial account with Refund Manager. This will only takes 2 minutes and get started straight away.

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Download Reckon Elite Integration App

You will find the Reckon Elite integration application in the integrations section of Refund Manager. Fill in your Reckon Elite credentials and download the application.

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Sync Refund Manager and Reckon Elite accounts

Our application will guide you through connecting your accounts. Once synchronised, you can begin to import data immediately into Refund Manager.

Manage your practice at ease with tools such as central client database, multi-user appointment diary, document manager, mail merge and a task manager/client notes utility – to help you keep track of client status, plus any other work that you have ever done for them.

About Refund Manager

Refund Manager was developed by accountants for accountants to simplify the fee from refund process.

Building on our success developing ELodge, one of Australia’s first ever online tax lodgement websites, we focused our efforts on simplifying the fee from refund process, which is known to be time consuming and prone to error. Refund Manager is an automated system that seamlessly integrates with other tax lodgement software. Hundreds of accountants are using the app to handle fee from refunds in as little as two minutes a day.

The thing we’re most proud of is that Refund Manager never requires you to give up control of your trust accounts. We give you the power through software to more efficiently manage and distribute funds.

Learn more about Refund Manager >

“We do a lot of tax returns using Reckon Elite and most of our clients get a refund from the ATO. We offer a fee-from-refund service and whilst it is great for our clients, it was always a hassle for us until we started using Refund Manager. With it now integrated to Reckon Elite, all we do is mark a return as fee-from-refund, and Refund Manager does the rest!”


Andrew Riess, Gibson Accounting

Try Refund Manager free for 14 days