Stop stretching MYOB Practice Compliance past lodgment. Run your own ATO letters register.

Your team saves practice mail from ATO Online and scans of paper letters into one folder. Claude reads each one, links it to the right client and records the amounts and dates inside it.

• check One pass each morning, however much arrived overnight
• check Letters it cannot place wait for a person, confirmed on the last three TFN digits
• check A list of letters no client has heard about yet, oldest at the top
• check A turnaround target set by the practice, with late letters flagged

The figure you expected sits next to the figure the ATO assessed. Any gap needs a written reason before a client is told.

• check The difference shown in dollars, with the reason beside it
• check Gaps left open past 30 days raised, while objection time remains
• check No client letter drafted for a notice nobody has checked
• check Practice rules, each citing its source, run over every record in one go

One view of every amount owing across the client base, its due date and the date the client was told.

• check Amounts due inside 14 days with no client contact, at the top every morning
• check Payment plan instalments followed, so a missed one is caught
• check Letters in your practice's name, drafted for a person to read and send
• check Overdue lodgments listed first

Plain records in a database the practice owns, on one laptop or shared across the office, with no tier to unlock the questions.

• check The database will not store more than the last three digits of a tax file number
• check Questions across family groups, staff workloads and years of letters
• check Works alongside MYOB, or whatever lodgment tool you move to
• check MIT licence, so taking your records elsewhere is never a project