Before you move online, there's a few things to do
Start with a few one‑off setup tasks in AE/AO and finish the process in Practice Compliance. When you're done, you'll be ready to do your tax online.
Get set up in AE/AO and Practice Compliance
Follow these steps to get online. Update AE/AO Tax, sync your contacts and give permissions to your staff.
Have questions?
Find out more about the move to Tax in Practice Compliance and what it means for you.
Working in Tax
The core tax workflows to help you lodge a tax return to the ATO successfully
Choose clients for online workflows
Decide which clients to move online, as some workflows are still better in AE/AO
Create tax returns
Moving a return from AE/AO or starting fresh in Practice Compliance? Start here
Prepare tax returns
Prepare different return types, use worksheets for calculations, and prefill from the ATO.
Complete tax returns
Validate tax returns, use the workflow statuses to track progress, get it digitally signed by your client and lodge the return.
Work with depreciation assets
Import depreciation assets from AE/AO or create new assets. Integrate them into the items and labels in the tax return.
Fix validation errors
We'll check your returns for errors before you lodge to the ATO. Find out how to fix them.
Follow our updates
Stay up to date with our product updates and fixes
What's new in Practice Compliance
See what we've released, including new features and bug fixes.
Known issues
Track current bugs, fixes and workarounds
Help and support
Need a hand with Tax? Get help or learn how it works.