Choose which clients to move to Tax

We encourage your practice to use Tax in Practice Compliance to take advantage of the continuous improvements that we're making to improve the efficiency of preparing tax returns online.

Lodge your 2025 returns in Practice Compliance

We recommend preparing and lodging returns for the 2025 tax year in Practice Compliance.

However, there are some returns that you may need to prepare in AE/AO depending on your client's situation.

Use this page to decide which clients are best suited for AE/AO or Practice Compliance.

While all tax return types are still available in AE/AO, we recommend you start using Practice Compliance for some return types. This will make it easier for you and your practice to transition to using tax returns online.

Returns that you can prepare in Practice Compliance

• Activity statement

• Individual return

• Company return

• Trust return

• Partnership returns

• Fringe Benefit Tax (FBT) returns

• Family Trust Election (FTE)

• Interposed Entity Election (IEE)

• Annual TFN Withholding report (for closely held trusts)

• TFN report (for closely held trusts)

Some tax return workflows are only available in AE/AO

While most returns are available in Practice Compliance, there are some returns that you should continue to prepare in AE/AO.

Returns you should continue to prepare in AE/AO

• Self Managed Super Fund

• Fund

• Notification of members joining and/or leaving an income tax consolidated group

You should also use AE/AO for returns that require:

• Individual tax estimate
  You can't calculate:

  • Employment termination payment (ETP) offset

  • Lump sum in arrears tax (LSPIA) offset

  • Special professional income (section 405 averaging)

• Trust return estimate
  When there are amounts not fully distributed to the beneficiaries

• Amended company return (tax year 2023)
  Return that requires loss carry back change in choice schedule. You'll need to prepare these returns in AE/AO.