Australia

Accounting practice management software for Australian public practice

Australian public practice runs on a rhythm no other country shares: a financial year that turns on 1 July, activity statements every quarter for most of the client base, and a lodgment program that spreads income tax returns across the following twelve months rather than piling them onto one date. It is a steadier calendar than Britain's or India's, and it punishes a different mistake — not the last-minute scramble, but the job that quietly sits untouched for five months because nothing ever flagged it.

MyTask is the board that stops that happening. Every client's recurring obligations are set once and appear when due; every job shows who has it, what stage it has reached, what it is waiting on from the client, how much time has gone into it and whether it was ever invoiced. Partners get the firm-wide view, staff get their own list, and nothing depends on one person remembering.

It is not lodgment software and does not touch the ATO. It is the practice management layer above whatever you lodge with.

In practice, for accountants and bookkeepers: job management for every client's lodgment program, workflow automation so quarterly activity statements appear without anyone raising them, time tracking on each job with the cost beside the fee, and a client portal where the client checks status and uploads records themselves.

What is different for firms in Australia

Financial year
1 July – 30 June
Taxes
GST, PAYG, FBT — named by you, rates set by you
Currency
AUD, held per office
Services & stages
Built by you, from nothing

Work MyTask manages for firms in Australia

None of this is shipped pre-configured. You build the service list, the stages inside each service and the documents each one asks the client for — which is why the same software fits a firm here and a firm in another country.

  1. Business Activity Statements

    Quarterly for most clients and monthly for the larger ones — the single most repeated job in an Australian practice, and the one that most rewards a fixed checklist and a standing document request.

  2. Instalment Activity Statements

    Another recurring cycle on its own dates, for the clients it applies to. Set once per client, generated thereafter.

  3. Income tax returns

    Individuals, companies, trusts and partnerships, spread across the lodgment program rather than bunched. The risk here is drift, not a deadline crush, so the useful report is the one showing what has not moved in a month.

  4. SMSF administration, financial statements and audit

    Long-running annual work with a hard separation between the administration and the independent audit — two engagements, different people, and a handover between them that has to be visible.

  5. Fringe Benefits Tax returns

    Once a year, on an FBT year that does not line up with the income year, for a subset of clients. Precisely the obligation that gets missed.

  6. Single Touch Payroll and superannuation guarantee

    Payroll obligations running to their own cycle, with quarterly super deadlines that carry real penalties for lateness.

  7. ASIC annual reviews and company secretarial work

    Each company's review date is its own registration anniversary, so these fall all through the year and never cluster helpfully.

  8. Taxable Payments Annual Reports

    Annual, industry-specific, and dependent on contractor data the client has to be asked for well in advance.

What this does not do

MyTask does not lodge with the ATO or ASIC, does not prepare or compute returns, and has no connection to the Tax Agent Portal or Online services for agents. It is not a ledger and does not replace your lodgment or bookkeeping software. It is the layer those tools have never covered: what is due, who has it, what it is waiting on, what it cost and what was billed.

What stays the same in every country

Practice management is not a tax code. It is a way of running a firm, and a partner in Australia has the same Monday as a partner anywhere else.

  • Knowing what is late
  • Knowing what it is waiting on
  • Knowing who is doing it
  • Knowing what it cost
  • Knowing what was billed
  • Knowing what was never billed
  • Knowing where the client's papers are
  • Knowing what you told the client, and when

Who it is for in Australia

  • Public practice accountants, principals and sole practitioners
  • Registered tax agents and BAS agents — Tax Practitioners Board
  • CPA Australia, Chartered Accountants ANZ and IPA members in public practice
  • SMSF administrators and SMSF auditors
  • Bookkeeping practices running payroll and Single Touch Payroll

Questions firms in Australia ask

Does it handle the lodgment program due dates?
You set the due dates, per client and per job type, and the work is generated against them. We deliberately do not ship a built-in lodgment calendar, because concessional due dates depend on your agent status and on each client's own history — a date shipped by a vendor and quietly wrong is worse than no date at all.
We do SMSF administration and the audit is done separately. Can that be modelled?
Yes. They are two engagements with different stages and different people, and the point at which the file passes from one to the other is a visible handover rather than an email. Independence is a real constraint here, and the permission model is per user, per branch and per module.
Our year starts in July. Is that a setting or a fork?
A setting. The financial year start month is configured per office, which is also how an Australian practice with an offshore processing team keeps both on their own years inside one firm.
What can clients see?
There is a separate client app, part of the Client Login Portal (included in Ultimate Combo up to its limits, an add-on on the other packages). Clients see the stage their work has reached and what is outstanding from them, and they can send documents back through it. They do not see assignments, internal notes or job costs.

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