MYLEDGERTax preparation & working papers
Year-end tax checklist
An entity-specific tax checklist for each year, with attachments, reset and a follow-up email to the client.
The problem it solves
Missing one document or step at year end causes rework.
How it works
- Open the checklist for the client and year.
- Tick items and attach documents.
- Email the client about anything outstanding.
What your practice gets
- Nothing missed at year end.
- Suited to the entity.
- Follow-up email built in.
Questions accountants ask
Is it entity-specific?
Yes.
Can I attach documents?
Yes.
Can I email the client?
Yes, a follow-up email.
Related features
Features that work alongside year-end tax checklist.
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.
VideoDepreciation 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.
Depreciation reconciliation
Reconcile the depreciation register to the ledger and work out the tax adjustment.
ATO effective life lookup
Search ATO effective life by industry and asset to choose the right depreciation rate.
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.
See 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.