TaxCalendar
How TaxCalendar Works

From client setup to completed recurring obligations

TaxCalendar gives Australian accounting firms one practical workflow for recurring compliance. Set up each client and obligation once, then manage dates, internal work, reminders, email activity and completion from the same workspace.

Start TaxCalendarSee how it works
TaxCalendar compliance dashboard software
One shared view of recurring obligations, workflow dates, ownership and lodgement status.
Automated reminder sequences with templates, delivery tracking and inbound email visibility.
Client calendars, Outlook sync, role-based team access and client allocation controls.

1. Add your firm, team and clients

Add clients individually or use the guided spreadsheet import to bring in clients, entities, contact details, managers and obligations in bulk. Firm admins can invite directors, managers and staff, then control which clients each person can access.

2. Set each client's recurring obligations

Choose the obligations that apply to each client, including BAS, IAS, income tax, FBT, TPAR, super, ASIC and custom work. Smart Dates prepopulate common due dates, while monthly, quarterly and annual cycles generate the next obligation after the current one is completed.

3. Plan the work before the statutory due date

Use the workflow planner to schedule when work should begin or be completed, allocate it to staff and review capacity by week, fortnight or month. Internal recurring tasks can sit beside client obligations, and visible workflow dates can be synced to Outlook.

4. Automate client reminders and monitor replies

Create templates and reminder timings by obligation type. TaxCalendar prepares the reminder queue, sends staged emails, records delivery, opens, clicks, bounces and failures, and keeps replies or unmatched inbound messages visible for the team.

5. Track progress and complete the cycle

The dashboard and calendar show upcoming, overdue and lodged obligations by client, type, manager and status. Open the relevant client directly, mark work as lodged when complete, and let TaxCalendar create the next recurring obligation with its reminder schedule.

6. Share each client's obligations calendar

Download or email a client's financial-year obligations calendar as a styled PDF, CSV or ICS file. Clients can print the PDF or add the calendar file to Outlook, Google Calendar or Apple Calendar without needing their own TaxCalendar login.

FAQ

Do we need to enter every client and due date manually?

No. You can bulk import client, entity, manager and obligation data, and Smart Dates prepopulate common recurring due dates. Custom dates remain available where a client's circumstances differ.

Can firms change reminder settings later?

Yes. Firm admins can edit templates, sender details and reminder timings as the firm's process changes.

What happens when an obligation is lodged?

The completed item remains visible as lodged. For a recurring obligation, TaxCalendar generates the next cycle and prepares its reminder schedule so the firm does not need to recreate the work manually.

Can clients see their dates without logging in?

Yes. A firm can download or email a personalised client obligations calendar as a styled PDF, CSV or ICS file that can be added to common calendar applications.