Busy season tax prep support

The problem this solves

Australian practices face two recurring crunches: the quarterly BAS lodgement cycle (28 October, 28 February, 28 April and 28 July for 2026-27) and the run of individual and company income-tax-return work, which sharpens toward the 31 October self-lodger deadline and the later lodgement-program dates that apply to registered-agent clients. Adding full-time staff for a few weeks of peak volume rarely makes sense. Busy-season prep support is capacity added before a deadline and scaled back after it.

What our team actually does

Work starts with organising the source documents behind a BAS or return: bank and card statements, supplier invoices, payroll summaries from Single Touch Payroll, and prior BAS or return records. We tie trial balances to supporting schedules, reconcile GST collected and paid, and complete draft input in your practice software so your registered agent opens a file that is ready to check rather than a stack of source documents.

Where the registered-agent line sits

This is preparation support, not the lodgement itself. Under the Tax Agent Services Act 2009, only a TPB-registered agent may lodge a BAS, IAS or income tax return for a fee, and the Tax Practitioners Board is explicit that a registered agent may have the preparation work behind it carried out by a third party while remaining responsible for the quality of the finished lodgement. We operate under a written supervision agreement with your registered agent, and your client's written permission to disclose their information to us is confirmed before any file moves, consistent with Australian Privacy Principle 8.

STP and Payday Super in the mix

Where payroll data feeds a BAS through Single Touch Payroll, we tie that data out too, including the Payday Super requirement that took effect 1 July 2026, under which compulsory superannuation contributions must reach an employee's fund within 7 business days of payday. Lodgement of any related STP submission still sits with your registered agent's supervision.

Ramping up and back down

Most practices add this capacity two to three weeks ahead of a BAS due date or the October self-lodger deadline and taper it off once the lodgement is filed.