Practice Management for Tax Agents & BAS Agents

Most independent Australian tax practices run on a stack that never quite agrees with itself. You prep returns in MYOB Tax or Xero Tax at $95–$135/month, manage clients in a spreadsheet or HubSpot, take appointments through Calendly, and raise fee invoices in a fourth tool. The PI-insurance renewal lives in your inbox, the CPD log (120 hours over three years for tax agents, 90 for BAS agents, with a 20-hour annual minimum) is a Word doc you update in a panic before a TPB renewal, and the lodgement-program due dates are scattered across the ATO portal and your own memory. When October hits and 45 returns are due in a month, the cracks show — and a late lodgement risks both the client's FTL penalty ($313 per 28 days for small entities) and your standing on the agent lodgement program.

OneBookPlus rebuilds the practice around the client and the lodgement. Add clients with ABN validation against the ABR, entity type and an encrypted-at-rest TFN; register the client-agent relationship via the ATO's client-update channel. Prepare BAS, IITR, CTR, TTR, PTR and TPAR with data pre-filled where the ATO allows it, review every field against the validation rules, capture the agent declaration with a timestamp, and lodge — individually or dozens at once in a bulk batch — straight through the SBR gateway with your RAN and SSID embedded as the registered intermediary. Every edit, login and submission writes to a tamper-evident audit trail kept for the five-year statutory period.

Your Daily Workflow

The day starts on the deadline dashboard — how many BAS are due this month, how many returns are overdue, your on-time rate against the ATO's 85% lodgement-program benchmark, and a PI-insurance expiry alert before it lapses. Sort the client book by deadline and work down it: review the prepared return, confirm deductions D1–D15 on an IITR or G1/1A/G11/1B on a BAS, tick the agent declaration, lodge. The PLS receipt lands back against the client in under a minute and an automatic email sends them their tax summary, estimated refund and a copy of the receipt. Fee invoices for the preparation work raise from the same client record with a Pay Now link — no re-keying into a separate accounting package.

Bank Feeds & Accounting

Connect each business client's bank account via secure bank feeds and transactions flow in daily, so the BAS G-codes are reconciled before you open the form rather than at quarter-end. Your own practice books run on the same engine — client fee payments match against open invoices automatically, software subscriptions and PI-insurance premiums categorise as practice expenses, and the AI categoriser learns your chart of accounts over time. Your own quarterly BAS — GST collected on fees, GST credits on purchases, net owing — is prepared in one click, so the agency that lodges for everyone else isn't the one scrambling at the deadline.

Getting Started

Sign up free — no credit card, no lock-in. Select “Tax Agency” during onboarding and OneBookPlus pre-configures your agent profile, the SBR connection, an AU chart of accounts and fee-invoice templates carrying your RAN. Import your client list via CSV from LodgeiT, MYOB Tax, Xero Tax or HandiTax — ABNs revalidate against the ABR automatically. Enter your RAN, SSID and PI-insurance cover, add the Tax Practice Suite app ($29/month) for SBR lodgement — unlimited BAS and TPAR, with income-tax returns $2 each after the first 5 free every month — and you can be lodging your first BAS the same afternoon. Switching from a MYOB Tax plus HubSpot plus Calendly stack is designed to fit in a single evening.