Built for Australian Tax Agents
Practice Management for Tax Agents & BAS Agents
Lodge BAS, tax returns, and TPAR for all your clients from one platform. Multi-client management, bulk lodgement, agent declarations, and full TPB compliance — plus built-in invoicing, bookings, and a client pipeline from sole traders who need an agent.
The IITR form, re-imagined
Every section of the individual return, in one scroll.
The full FY25 IITR with accordion sections, live tax estimate, and a validation preview before you submit.
Personal & income details
Client pre-fill from the ATO, salary/wages, interest, dividends — the whole income block validated as you type.
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Everything Your Practice Needs
A Modern Platform for Tax Professionals
OneBookPlus combines ATO lodgement, client management, invoicing, and practice analytics in one platform — so you can stop juggling multiple subscriptions.
Multi-Client Management
Add unlimited clients with ABN validation, entity details, TFN storage (encrypted), and CUREL registration. See all your clients in one dashboard with their lodgement status and upcoming deadlines.
Direct ATO Lodgement via SBR
Lodge BAS, Company Tax Returns, Trust Returns, Partnership Returns, Individual Returns, and TPAR directly to the ATO. Your RAN and SSID are embedded in every submission as the registered intermediary.
Bulk Lodgement
Lodge dozens of BAS and tax returns in one batch. Select validated returns, review the summary, and submit sequentially with progress tracking. See results for each client in real-time.
TPB-Compliant Workflow
Every lodgement follows the TPB-mandated review, verification, and declaration process. Agent declarations are recorded with timestamps. Full 7-year audit trail for compliance.
Client Invoicing Built In
Bill your clients directly from OneBooksPlus. Create professional invoices for tax preparation, BAS lodgement, and advisory services. Track payments and outstanding balances per client.
Practice Analytics & Deadline Dashboard
Track your on-time lodgement rate against the ATO benchmark of 85%. See live BAS deadline counts — how many are due this month, how many are overdue — cross-referenced against your actual submission history. PI insurance expiry alerts so nothing slips through.
Simple Setup
From Sign-Up to First Lodgement in Minutes
Sign up as a Tax Agency
Select 'Tax Agency' during onboarding. Your agent profile and ATO connection are set up automatically. Enter your RAN, TPB number, and confirm PI insurance.
Add your clients
Add clients individually or bulk-import from CSV. ABN validation happens automatically via the ABR. Register client-agent relationships via CUREL. Import an existing client list in minutes.
Prepare and review
Select a client, choose the form type, and prepare. Data auto-populates where possible. Review every field, confirm accuracy through the TPB-compliant workflow.
Lodge and get paid
Lodge individually or in bulk. Receipts appear instantly. Invoice your client for the work. Track everything in the audit log.
Built for Australian Tax Compliance
100%
TPB-compliant review and declaration workflow
7 years
Automatic audit log retention
All forms
BAS, CTR, TTR, PTR, IITR, TPAR, FBT, STP
$49/mo
Per agency — unlimited clients
How We Compare
OneBookPlus vs Other Tax Platforms
| Feature | OneBookPlus | LodgeiT | Xero Tax |
|---|---|---|---|
| Multi-client management | |||
| BAS lodgement via SBR | |||
| All tax return types (CTR, TTR, PTR, IITR) | |||
| Bulk lodgement | — | ||
| Built-in client invoicing | — | — | |
| Bookings & appointments | — | — | |
| CRM & contact management | — | — | |
| Client pipeline from self-preparers | — | — | |
| All-in-one platform (no extra subscriptions) | — | — | |
| Price | $49/mo | From $33/mo | From $30/mo + Xero sub |
The Network Effect
Get Clients Automatically
Sole traders and individuals use OneBookPlus to prepare their income tax returns for free. But they can't self-lodge ITR through third-party software — the ATO blocks it. So they click “Connect to Agent” and get matched with you.
Sole trader prepares their ITR on OneBookPlus (free)
They can't lodge it themselves (ATO restriction for third-party software)
They click "Connect to Agent"
They're matched with your agency on the platform
You receive a pre-populated return — saves hours of data entry
You review, lodge via PLS, and charge the client
OneBookPlus handles invoicing and payment
More individuals on the platform = more leads for you. More agents = better matching for individuals. Everyone wins.
Australian Owned
Built in Melbourne, AU
GST Compliant
ATO-ready from day one
Bank-Grade Security
256-bit encryption
Free Plan Available
No credit card needed
Frequently Asked Questions
Common questions about OneBookPlus for registered tax agents and BAS agents.
Is OneBookPlus a registered DSP with the ATO?
Yes. OneBookPlus is a registered Digital Service Provider with the ATO. We connect via the secure Standard Business Reporting (SBR) gateway using PLS (Practitioner Lodgement Service) for tax agents, and direct lodgement for businesses.
Can BAS agents use this platform?
Absolutely. When setting up your agent profile, select 'Registered BAS Agent'. You'll be able to lodge BAS, IAS, and TPAR for your clients. Income tax return forms (CTR, TTR, PTR, IITR) will be hidden since they require tax agent registration.
How does client management work?
Add clients with their ABN (validated via the ABR), contact details, entity type, and TFN (encrypted at rest). Register the client-agent relationship with the ATO via CUREL. Then prepare and lodge any form type for that client — their details are pre-populated.
What's the difference between this and LodgeiT?
OneBookPlus is an all-in-one platform. Beyond tax lodgement, you get client invoicing, appointment bookings, CRM, and a client pipeline from sole traders who prepare their ITR on the platform and need an agent to lodge. LodgeiT is lodgement-only — you'd need separate tools for everything else.
How does the client pipeline work?
Sole traders and individuals use OneBookPlus to prepare their income tax returns for free. Since they can't self-lodge ITR through third-party software, they click 'Connect to Agent' and get matched with a tax agency on the platform. You receive a pre-populated return — saving hours of data entry — and lodge it for a fee.
Is there a limit on the number of clients?
No. The $49/mo price covers unlimited clients. Whether you have 5 clients or 500, the price is the same.
What about security and compliance?
MFA is mandatory for all ATO access. Every action is logged with a 7-year audit trail (TPB requirement). TFNs are encrypted at rest. Sessions are idle-locked after 15 minutes of inactivity and require re-authentication. ABN validation is re-checked every 30 days.
About the author
Bishal Shrestha
Founder & CEO, OneBookPlus
Bishal has over a decade of experience in digital marketing, web development, and small business consulting across Australia. He has worked extensively with Australian accounting practices and tax agents, building tools specifically for BAS lodgement, client management, and ATO compliance.
A Modern Platform for Modern Tax Agents
Join the next generation of tax professionals. Lodge for all your clients, get new clients through the pipeline, and run your entire practice from one platform.
Get Started FreeLast reviewed and updated: March 2026 by Bishal Shrestha
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