Australia · Organizers
Tax organizer software for Australian practices
Replace your Word and PDF checklists with smart, conditional tax organizers — pre-built for Australian return types and ready to send to every client.
Why firms choose TaxAgentPortal
AU templates included
Individual, sole trader, rental, company and BAS organizers ready to use.
Conditional questions
Hide irrelevant questions based on earlier answers — shorter, friendlier intake for clients.
Save and continue
Clients can pause and resume an organizer at any time.
Attached documents
Each question can request supporting documents, captured against the organizer.
How firms use it
Annual individual returns
Push the individual organizer to every client at the start of the season.
Rental property returns
Targeted organizer that only asks about rental income, expenses and depreciation.
Quarterly BAS
Recurring BAS organizer with reminder cadence.
FAQ
Frequently asked questions
A structured questionnaire that collects the information needed to prepare a return — income, deductions, dependants and supporting documents — without back-and-forth email.
Related
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