Import rentals and SMSF members, archive work, and bulk-download files

We’re excited to announce two powerful updates designed to save time and keep your workspace organised.

📥 Import rentals & SMSF members from financials

You can now import rental schedules and SMSF member details straight from your financial data into your tax returns.
Just open the relevant schedule, click Import, and select the associated accounts — it’s that simple. Say goodbye to double-handling and hello to faster, cleaner tax prep.

▶️ Watch a quick demo

🗃️ Archive forms, reports & workpapers

Your dashboard just got a whole lot tidier. With our new Archive feature, you can now hide completed or irrelevant work objects — like forms, reports, and workpapers — without deleting them.
Need them again? Just unarchive anytime. It’s a smart way to keep your workspace focused and your workflow sharp.

📦 Download multiple files

You can now download all files related to a specific client as a single, compressed ZIP archive.

📝 Substantiation declaration for CTR, TRT and PTR

The Substantiation declaration is now available in Company (CTR), Trust (TRT), and Partnership (PTR) Tax Returns, helping ensure your returns meet regulatory requirements.