General Tax Return. Use this section for managing tax forms, bank account (for ATO refunds) and contact source for corresponces.


Ticking "Manage Tax Returns" and "Manage Activity Statements" will pull forms seamlessly from the ATO.

"Electronic Fund Transfer (EFT)"

EFT details is the payment of a net refund (accountings fees deducted), this will be made to the account

Learn more here

For tax agents, adding your bank details here will allow you to default your bank details onto client forms.

Note,  Account Number - It's masked for security purposes. If you want to change it, must enter full number.

"Contact Source on Tax Return"

This is where you can decide for tax returns details and controls, whether for the "Tax Agent" or the "Clients'". Learn more here