New features designed to save time and keep your workspace organized.
- Import Rental Schedule
- Import SMSF Members
- Archive forms, reports & workpapers
- Download multiple files
- Substantiation declaration for CTR, TRT and PTR
Import Rental Schedule
You can now import rental schedules and SMSF member details straight from your financial data into your tax returns.
Import SMSF Members
Import SMSF member details straight from your financial data into your Tax Returns and Financial Report
Archive forms, reports & workpapers
Your dashboard just got a whole lot tidier. With our new Archive feature, you can now hide completed or irrelevant work objects — like forms, reports, and workpapers — without deleting them. Learn more here
Need them again? Just unarchive anytime. It’s a smart way to keep your workspace focused and your workflow sharp.
Download multiple files
You can now download all files related to a specific client as a single, compressed ZIP archive.
Substantiation declaration for CTR, TRT and PTR
The Substantiation declaration is now available in Company (CTR), Trust (TRT), and Partnership (PTR) Tax Returns, helping ensure your returns meet regulatory requirements.