MYLEDGERTax preparation & working papers
Working papers hub
One tabbed page per client for year-end schedules: checklist, GST, tax return labels, depreciation, amortisation, Division 7A, FBT, investment income, distributions, franking, dividends, SMSF and more.
The problem it solves
Year-end schedules scattered across spreadsheets are hard to review and easy to lose.
How it works
- Open the client's working papers.
- Work through the tabs relevant to the entity.
- Review each schedule alongside the ledger.
What your practice gets
- Every schedule in one place.
- Tabs suited to the entity type.
- Linked to the ledger.
Watch it in the product
A short recording of working papers hub in use.
Questions accountants ask
Which schedules are included?
Checklist, GST, tax return labels, depreciation, amortisation, Division 7A, FBT, investment income, distributions, franking, dividends, SMSF and others.
Do tabs vary by entity?
Yes.
Is there a guide?
Yes, see the working papers feature guide and tutorial.
Related features
Features that work alongside working papers hub.
Client ledgers list
List, search and open your clients' ledgers, including clients brought across from FEDIX, and set the client you are working on.
VideoYear-end tax checklist
An entity-specific tax checklist for each year, with attachments, reset and a follow-up email to the client.
Depreciation register
An asset register with ATO effective-life rates, calculations, roll-forward to the next year, opening balances and journals you can post or undo.
Borrowing costs schedule
A schedule for loan establishment costs deducted over time under section 25-25.
Blackhole expenditure schedule
A schedule for business-related capital costs deductible over time under section 40-880.
Investment income register
A register of interest, dividends and distributions for the tax return's investment income schedule.
VideoSee it working in your practice.
Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.
14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.