Tax Practice Suite
Practice management for registered tax agents and BAS agents
Key takeaways
4- Prepare and validate BAS, TPAR and income tax returns today
- Direct SBR e-lodgement is in final ATO certification, we will say here when it is on
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- Client management, billable time to invoice, task board and ATO key dates
- Secure per-client portal, 7-year audit log and MFA enforced for all users
What it looks like
Inside Tax Practice Suite
Your client list, with CUREL status
Every client with their ABN, entity type, the relationship you hold and their CUREL status, and Prepare BAS one click away. Demo practice data.
About this app
Practice management for registered tax agents and BAS agents, inside OneBookPlus rather than beside it. Manage clients, prepare and validate BAS, TPAR, company, trust, partnership and individual income tax returns, turn billable time into an invoice, and run the practice off a task board with the ATO key dates already on it. It carries a CPD register against the TPB hours, per-client document storage, a secure client portal, a 7-year audit log and enforced MFA. On lodgement, the position is exactly this: Direct ATO e-lodgement via SBR is in final ATO certification, prepare and validate BAS and returns today; we'll tell you the moment lodgement goes live on your account. Preparation, validation and the whole practice-management side are what you get today. Nothing is charged per lodgement while lodgement is not switched on. When lodgement goes live, income tax returns are planned at $2 per accepted IITR/CTR/PTR/TTR/FBT lodgement, first 5 free each month, with BAS and TPAR always included in base.
How it works
- 1
Onboard clients with CUREL and manage them from one dashboard
- 2
Prepare and validate BAS, TPAR and income tax returns against the ATO key dates
- 3
Direct ATO e-lodgement via SBR is in final ATO certification, prepare and validate BAS and returns today; we'll tell you the moment lodgement goes live on your account.
- 4
Track billable time per client and turn it into an invoice without re-keying
- 5
Give each client secure portal access, with a 7-year audit log and MFA enforced for everyone
Who it's for
- Registered tax agents and BAS agents wanting practice management built into their platform
- Practices preparing BAS and returns in volume that need a task board and per-client portal
- Agents who want referral leads via the Agent Marketplace
- Firms needing TPB-aligned audit logging and PI-insurance tracking
Features included
- Prepare and validate BAS, TPAR, IITR, CTR, PTR, TTR and FBT
- Client management with CUREL
- Client billable-time tracking to invoice
- Practice tasks, deadlines and follow-ups
- Practice performance reports
- ATO key-dates calendar (BAS, SG, STP, TPAR, FBT)
- CPD register (TPB 120h / 90h tracking)
- Per-client document store
- Client portal with secure per-client access
- Agent Marketplace, receive referrals
- 7-year audit log
- MFA enforced for all users
- PI insurance and TPB compliance tracking
14-day free trial included
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Related apps
Often installed alongside Tax Practice Suite.
About OneBookPlus apps
How Tax Practice Suite fits into the rest of OneBookPlus
Most OneBookPlus apps are not external integrations wired up between separate products. They are native modules installed inside the same platform you already use for invoicing, bookings, CRM, and accounting. That means Tax Practice Suite reads from and writes to the same customer records, financial entries, and calendar events as every other module, with no scheduled sync delays and no risk of data drift between systems.
Because the marketplace runs inside OneBookPlus, billing is consolidated. Tax Practice Suite appears as a single line on the same OneBookPlus invoice as your plan, so you don't end up reconciling separate vendor charges across three or four different SaaS subscriptions. Cancellation is one click and never reaches into your data. Uninstalling an app removes the feature from the UI but preserves the underlying customer, invoice, and booking records, so reinstalling later picks up exactly where you left off.
Every app in the marketplace is built specifically for the Australian small and medium business context: GST and ABN handling are first-class concerns, dates render as DD/MM/YYYY, currency defaults to AUD, and the underlying compliance plumbing (BAS summaries, ATO-friendly records, AHPRA / NDIS / Fair Work checkpoints where relevant) is shared across modules.
For a side-by-side of which features ship as core modules versus which require an installed app, see the features page. For pricing across plans and which apps are bundled at each tier, see the pricing page.
Frequently asked questions
Common questions about Tax Practice Suite and the OneBookPlus app marketplace.
Who is the Tax Practice Suite for?
Registered tax agents and BAS agents running a practice. It turns OneBookPlus into practice-management software: client management, preparation and validation, a task board, a client portal and practice reporting.
Can I lodge to the ATO from here today?
Direct ATO e-lodgement via SBR is in final ATO certification, prepare and validate BAS and returns today; we'll tell you the moment lodgement goes live on your account.
What does it cost?
The monthly price shown on this page covers the platform, client management, and preparing and validating BAS, TPAR and income tax returns. When lodgement goes live, income tax returns, IITR, CTR, PTR, TTR and FBT, are planned at a small per-lodgement fee with the first few each month free, and BAS and TPAR included in the base. Nothing is charged per lodgement while lodgement is not switched on.
Is it compliant for agent use?
MFA is enforced for all users, activity is written to a 7-year audit log, and the suite tracks your PI insurance and TPB compliance. Client access is per-client and secured. It is practice software, not a substitute for your own professional obligations.
Every app in the marketplace
These answers are the same whichever app you install.
- Can I cancel anytime?
- Yes. There are no lock-in contracts on any OneBookPlus app. Uninstall from your dashboard at any time and billing stops at the end of the current period.
- Is my data secure?
- Yes. Encrypted in transit (TLS) and at rest (AES-256), with each business's data isolated at the database layer, hosted in Australia in line with the Privacy Act 1988. We never sell or share your business data with third parties, and the full practices are documented on the OneBookPlus security page at onebookplus.com.au/security.
- Is OneBookPlus built for Australian businesses?
- Yes. OneBookPlus is Australian-owned, built in Melbourne, with GST, ABN validation and ATO-ready BAS reporting as the foundation, not an afterthought.
Australian Owned
Built in Melbourne, AU
GST Compliant
ATO-ready from day one
Encrypted & Isolated
TLS in transit, AES-256 at rest, tenant isolation at the database layer, read the security page
Free Plan Available
No credit card needed
About the author
Bishal Shrestha
Founder & CEO, OneBookPlus
Bishal spent a decade running digital projects for Australian small businesses before founding OneBookPlus. This app sits inside the OneBookPlus marketplace, designed and maintained for Australian small to medium businesses. Tax Practice Suite is part of a single platform that connects invoicing, bookings, CRM, accounting, and marketing, so installing apps adds capability without adding logins.
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Reviewed by Bishal Shrestha
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