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This feature is available for beta clients only. To join clients who are in the beta program. If you're interested in joining the beta program, contact your account manager

Welcome!

Let's get familiar with completing your activity statements and tax returns in the cloud.

We've made things simpler

Enter data once and we take care of the rest! Enjoy smart new workflows to complete:

  • activity statements
  • company tax returns
  • partnership tax returns
  • trust tax returns
  • fund/self managed super fund returns.

Other benefits

  • Have your forms pre-filled.
  • Instantly access linked source documents within the workflow.
  • A smoother process saving you time to spend how you like!

Get all the benefits of working online

Watch this short video to see the benefits.

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<img src="/wiki/download/attachments/25432371/Line-09.png" alt="" width="100%"><br> &nbsp;

You'll enjoy the compliance features

Check out the features

  • Manage assets.
  • Group your accounts.
  • Prepare and lodge activity statements, tax returns and associated schedules.
  • Rollover forms from MYOB AE/AO.
  • Use workpapers to:
    • reconcile and substantiate the trial balance
    • automatically generate tax adjustments.
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<img src="/wiki/download/attachments/25432371/Line-09.png" alt="" width="100%"><br> &nbsp;

What's next...

I do practice administration tasks

Tax returnsComplete a couple of practice administration tasks to enable compliance:

Check if you have the required AE/AO desktop version.

Give permission for moving your client's workpaper and tax data online.

See also ATO agent settings.

I do accounting tasks

Moving workpaper and tax data onlineWhen the admin tasks are done:

Start off by moving your client's workpaper and tax data online.

Next, learn more about working with the Compliance page.