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Reporting Entity register
Create and manage individuals, companies, trusts and SMSFs. Archive normally; delete only when no records or audit history exist.
For Tax Agents and advisers
Start tax work with the data questions already organised.
Manage multiple Reporting Entities, triage incomplete exchange histories and produce consistent evidence without asking clients to interpret thousands of raw transactions.
Tax Agent operating model
One pool. Multiple entities. Clear boundaries.
Tax Agent plans are designed around a pooled transaction allowance, not a separate arbitrary subscription for every entity.
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Global transaction pool
See active and archived entities against one accurate plan allowance, while calculations stay entity and FY scoped.
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Controlled collaboration
Invite operators, separate user responsibilities and retain who reviewed or changed each decision.
Triage before calculation
Separate blockers from volume.
A client may have 24,000 open tasks but only a small number of final blockers. CR groups repeated patterns and keeps severity distinct from the type of work.
- Final blockers, critical items, warnings and information separated
- Matching, missing values, movements and other checks separated
- Bulk suggestions remain reviewable before approval
- Recorded reasons stay available for audit and handover
Accountant pool · All entities
7active Reporting Entities
418,290pooled transactions used
81,710allowance remaining
2 entities have final blockersOpen only the work preventing a reportTriage
4 entities report-readyEvidence packs prepared by financial yearOpen
Client handover
Ask better questions with evidence attached.
01
Missing history
Show the asset, period and source account where acquisition records appear incomplete.
02
Unexplained movement
Present the date, amount and candidate source or destination without asserting an answer.
03
Valuation evidence
Retain the rate date, method, source and user approval alongside the value used.
04
Open disclosures
Carry unresolved items into the report instead of letting uncertainty disappear.
Founding Tax Agent cohort
Help shape the professional workflow.
We are selecting Australian Tax Agents who can test real-world imports and advise on review, evidence and handover standards.