Overview: Our integration with GovReports allows GovReports to pull or read tax data from Active Workpapers to eliminate manual data entry into GovReports.
Currently, GovReports can pull data from the following workpapers in Active:
Company Tax Return
Partnership Tax Return
Trust Tax Return
Please refer to the Glossary for definitions of key terms used in this article.
Prerequisites
Administrative access to both Active Platform and GovReports.
Service account role assignment in Active Platform.
The service account acts as a super user for third-party connections, providing firm-level permissions and access to all client files and Workpapers across offices. No additional licenses or office assignments are needed for a service account user.
Only users with the 'Owner' role can set the service account role. An owner user can allocate a service account role to any admin or owner users.
The user authenticating in GovReports must be the same user assigned to the service account role in Active Platform – this is typically the administrator of both systems.
Clients in Active Platform and GovReports must have an ABN or a TFN supplied.
To ensure successful integration, verify that the ABN or TFN supplied for a client match exactly in both systems.
Setup 'Service Account User' in Active Platform
To set up the GovReports and Active Platform integration, you will need to follow these steps:
1. Log in to the Active homepage and navigate to the Admin Centre by clicking on your username.
2. In the Admin Centre, under the Firm banner, select Users & License Management.
3. In the 'Users' tab, click + New User to create a new user or search for an existing user to assign the service account role.
4. On the User Profile, in the ‘Security Role’ field, select Admin or Owner as the user’s role.
The ‘Service Account Role’ field will appear. This is where you can assign the type of service account role to assign to the user.
In the Service Account role field, you can select which type of access to give the user. For this integration, select Read Access as this is required.
5. To confirm the user creation, click Save and Close.
Setup in GovReports
1. Login to GovReports as an administrator.
2. Click the Settings button on the top-right corner of the page.
3. In the settings, select Lodgement Settings.
4. In the Lodgement Settings page, click the Enable button for Active Workpapers to enable the integration in GovReports.
5. You will get redirected to Active Platform’s authentication page to confirm the permissions for the GovReports integration.
Click Yes, Allow to give GovReports permission to access Active Platform.
Note: Ensure that 'Offline Access' is ticked, as this is also required for the integration to work.
6. Upon successful connection, you will see a green ‘Connected’ status for Active Workpapers on GovReport’s integrations page.
To confirm that the integration is connected successfully in Active Platform, navigate to the following link: Manage Connected Apps.
7. On this page, you should see GovReports in the list as a connected app:
