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For tax & BAS agents — AU, US & UK

Lodgement deadline tomorrow.

BAS prep, IAS reminders, tax doc collection. We auto-build the BAS from Xero, chase the missing pieces, queue partner review by deadline urgency — and lodge through the PLS without anyone touching the portal at midnight.

Book a free tax practice audit →See the automations
Tax agent dashboard automating BAS prep, IAS reminders and ATO lodgement workflow
Works with what you already lodge in
Xero MYOB Karbon QuickBooks
Where tax practices live or die

BAS prep

Same 34 clients, every quarter. Manual review of Xero, manual checks, manual format.

IAS reminders

Monthly IAS clients. Doc requests sent, mostly. Sometimes.

Doc collection

TFN/ABN, CGT events, motor vehicle log, rental statements. The same chase, every year.

Lodgement crunch

Last week before deadline = 2am partner reviews and prayers.

A BAS quarter

Same client list,
two quarters.

Before

Quarter — manual

  • Week 6 of quarter: BAS doc requests start landing in client inboxes. Some.
  • Week 8: 22 of 34 clients responded. Phone calls begin.
  • Week 10: 18 BAS in draft. Partner-review queue triaged in head.
  • Week 11: 28 lodged. 6 client-blocked. 4 missing docs.
  • Day before deadline: lodgement scramble. ATO portal at midnight.
After

Quarter — automated

  • Week 6: BAS doc requests dispatched per client checklist. Auto-chase day 7, 14.
  • Week 8: 30 of 34 responded. Drafts auto-built from Xero figures.
  • Week 10: Partner-review queue sorted by lodgement urgency.
  • Week 11: 32 lodged via PLS. 2 surfaced as partner-action.
  • Deadline day: 0 last-minute. Practice closes at 5pm.
What we'll automate

The tax-practice-specific workflows.

📊

BAS prep

Auto-build from Xero/MYOB. GST, PAYG, fuel tax credit checked. Variance vs prior quarter flagged.

Replaces 30 min per BAS
📨

IAS reminder

Monthly IAS clients auto-chased on the 14th. Docs collected. Lodgement queue auto-built.

Replaces the "did we do that?" anxiety
📥

Tax doc collection

Per-client checklist for tax return. PAYG summaries, dividend statements, rental docs. Auto-chase.

Replaces multiple email rounds
🔁

PLS lodgement queue

Lodgement-ready returns queued by urgency. Receipt nos. recorded against the client/job.

Replaces end-of-deadline panic
⏰

Deadline tracker

ATO obligations per client. 30/14/7-day alerts. Partner cc when red.

Replaces the "missed it" call
📑

TPB CPD & renewal

CPD log auto-tracked. Tax agent renewal, PI insurance, ASIC obligations — all flagged ahead.

Replaces compliance miss risk
Tax-practice questions

Straight answers.

It queues to lodge via the ATO PLS through your existing tax software (Xero Tax, MYOB AE/AO, HandiTax, etc). We don't replace the lodgement step — we eliminate the work around it.
BAS draft includes auto-comparison against prior quarter, prior year same-quarter, and a check against the client's draft P&L. Variances surface for your judgement; you sign.
Yes — frequency is set per client. Monthly IAS chase + lodgement runs separately to the quarterly BAS pipeline.
Per-automation fee + monthly platform. Most tax practices see payback inside one BAS quarter through partner time saved alone.
Related

Other finance work we automate

🧮

Accounting

Practice workflow, e-sign, deadlines.
📚

Bookkeeping

Bank rec, supplier chase, Hubdoc.
💼

Financial advice

SOAs, FDS, review meetings.

Book a free tax-practice audit.

30 minutes. We'll map your BAS quarter, the doc-chase pinch points, and partner-review queue — and which three automations remove the deadline-eve panic.

Book a free tax practice audit →
No obligation Australia, US & UK 2-week first automation