Tax Practice Suite
Full practice management for registered tax agents and BAS agents
Key takeaways
4- $29/mo base + $2 per accepted IITR/CTR/PTR/TTR/FBT (first 5 free/month); BAS & TPAR always included
- Full ATO SBR connection (RAN + TPB) with bulk lodgement queue
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- Secure per-client portal + Agent Marketplace referrals
- 7-year ATO audit log, MFA enforced for all users
About this app
Transform OneBookPlus into a complete tax practice management platform. Manage clients, prepare BAS, TPAR, company and trust tax returns and individual income tax returns (IITR), and lodge to the ATO via SBR. Includes billable time → invoice, a practice task board, practice reports, an ATO key-dates calendar, a CPD register, per-client document storage, client portal, bulk lodgement queue, ATO audit log, and the Agent Marketplace for client referrals. Direct one-click e-lodgement to the ATO is in final ATO certification and rolling out to registered agents shortly — preparation and full practice management are live today. Pricing: $29/mo base + $2 per accepted IITR/CTR/PTR/TTR/FBT lodgement (first 5 free each month). BAS and TPAR always included in base.
How it works
- 1
Connect your practice to the ATO via SBR with your RAN and TPB registration
- 2
Onboard clients with CUREL and manage them from one dashboard
- 3
Lodge BAS and TPAR (included in the base) and IITR/CTR/PTR/TTR/FBT (first 5 free each month, then $2 each)
- 4
Run the bulk lodgement queue and give each client secure portal access
- 5
Everything is logged to a 7-year ATO audit trail with MFA enforced for all users
Who it's for
- Registered tax agents and BAS agents wanting practice management built into their platform
- Practices lodging in volume that need a bulk queue and per-client portal
- Agents who want referral leads via the Agent Marketplace
- Firms needing TPB-compliant audit logging and PI-insurance tracking
Features included
- Full ATO SBR connection (RAN + TPB)
- Client management with CUREL
- BAS & TPAR lodgement (base)
- IITR, CTR, PTR, TTR, FBT ($2/lodgement after 5 free)
- Bulk lodgement queue
- Client billable-time tracking → invoice
- Practice tasks, deadlines & follow-ups
- Practice performance reports
- ATO key-dates calendar (BAS/SG/STP/TPAR/FBT)
- CPD register (TPB 120h / 90h tracking)
- Per-client document store
- Client Portal (secure per-client access)
- Agent Marketplace (receive referrals)
- ATO audit log (7-year retention)
- MFA enforced for all users
- PI insurance & TPB compliance tracking
14-day free trial included
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About OneBookPlus apps
How Tax Practice Suite fits into the rest of OneBookPlus
OneBookPlus apps aren't external integrations stitched together with Zapier or n8n — they're native modules installed inside the same platform you already use for invoicing, bookings, CRM, and accounting. That means Tax Practice Suite reads from and writes to the same customer records, financial entries, and calendar events as every other module, with no scheduled sync delays and no risk of data drift between systems.
Because the marketplace runs inside OneBookPlus, billing is consolidated. Tax Practice Suite appears as a single line on the same OneBookPlus invoice as your plan, so you don't end up reconciling separate vendor charges across three or four different SaaS subscriptions. Cancellation is one click and never reaches into your data — uninstalling an app removes the feature from the UI but preserves the underlying customer, invoice, and booking records, so reinstalling later picks up exactly where you left off.
Every app in the marketplace is built specifically for the Australian small and medium business context: GST and ABN handling are first-class concerns, dates render as DD/MM/YYYY, currency defaults to AUD, and the underlying compliance plumbing (BAS summaries, ATO-friendly records, AHPRA / NDIS / Fair Work checkpoints where relevant) is shared across modules.
For a side-by-side of which features ship as core modules versus which require an installed app, see the features page. For pricing across plans and which apps are bundled at each tier, see the pricing page.
Frequently asked questions
Common questions about Tax Practice Suite and the OneBookPlus app marketplace.
Who is the Tax Practice Suite for?
Registered tax agents and BAS agents running a practice. It turns OneBookPlus into practice-management software — client management, lodgement, portal and reporting — connected to the ATO via Standard Business Reporting (SBR) with your RAN and TPB registration.
How does the per-lodgement pricing work?
$29/month base covers the platform plus unlimited BAS and TPAR lodgement. Income-tax returns — IITR, CTR, PTR, TTR and FBT — are $2 per accepted lodgement, with the first 5 each month free. So a small practice doing a handful of returns a month pays little beyond the base.
Is it compliant for agent use?
Yes — MFA is enforced for all users, every lodgement is written to a 7-year ATO audit log, and the suite tracks your PI insurance and TPB compliance. Client access is per-client and secured.
Australian Owned
Built in Melbourne, AU
GST Compliant
ATO-ready from day one
Encrypted & Isolated
TLS in transit, AES-256 at rest, tenant isolation at the database layer — read the security page
Free Plan Available
No credit card needed
About the author
Bishal Shrestha
Founder & CEO, OneBookPlus
Bishal spent a decade running digital projects for Australian small businesses before founding OneBookPlus. This app sits inside the OneBookPlus marketplace, designed and maintained for Australian small to medium businesses. Tax Practice Suite is part of a single platform that connects invoicing, bookings, CRM, accounting, and marketing — so installing apps adds capability without adding logins.
Read the founder bioReady to add Tax Practice Suite?
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Last reviewed and updated: by Bishal Shrestha
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