AE Tax

Tax software that’s all class

Part of  Accountants Enterprise, AE Tax is the smart choice for practices that want more powerful features in their tax software. AE Tax allows you to set up personalised user homepages – instantly focusing your practice workflow. You can also produce detailed returns with supporting schedules, distribute income between related returns and use ‘What if’ scenarios for in-depth tax planning.

A personalised experience for every person

With AE Tax, each member of your practice has their own customised homepage where they can access all the information that’s important to them. It’s a quick way to access clients’ tax forms and see the status while managing your tax lodgements – in real time. What’s more, all your information is available in one keystroke.

Efficient and accurate preparation

AE Tax is packed full of features to help your practice be more productive, faster. All forms, worksheets and tables look just like the familiar paper returns; it gives you one click access to current and prior year returns, and automatically transfers the results from supporting worksheets – everything you need to save time, save money and deliver great profitability.

Tax Planning

Offering higher value services like Tax Planning is easy with AE Tax’s ‘What if’ calculator. Use it to create scenarios for the current and future financial year with minimal data entry.

Distribution of income

AE Tax also allows you to distribute and share income between returns (CGT, Trust distributions, Interest/Dividends, for example). The benefits of this are clear: you only have to enter data once and it will flow through to the associated schedules and returns, and it also assists you in generating the correct tax estimate.

No need to re-key data

AE Tax comes with a host of handy import tools to transfer data, so you don’t have to re-key again. It imports ATO Activity Statement Reports to pre-fill Activity Statements and the Tax Agents Portal Report. It is smart enough to allow you to import AE General Ledger data into tax returns. You can pre-fill forms from and add depreciation schedules directly against income and deduction items.

Accurate returns – as standard

There’s a reason why the Big 4 firms and accounting professionals of all types use our software to lodge over 6 million tax forms every year – it makes your job easier. Clever Audit tools will scan an entire return and display errors on one page, so you can resolve each problem quickly. And if you need them, tax estimates are available at any time.
 

Print returns the way you want to

With AE Tax, you no longer have to waste time printing information you don’t need. You can print a client copy of the return displaying only active items, create an ATO facsimile copy, hide the TFN on the return and export to PDF – everything you need to make the final steps of your return stress-free.

Crisp, clear correspondence

AE Tax takes the hassle out of your client correspondence. Standard letters with information like name, address, tax return and activity statement information. Microsoft Word® letter templates including Assessments, FBT and Business Activity can also be modified to meet your firm’s needs.      

Want to take AE Tax further?

AE Tax also works as a fully integrated module of MYOB Accountants Enterprise. Other integrated modules include:

•  AE Practice Manager  
•  AE Client Accounting 
•  AE Corporate Compliance  
•  MYOB Document Manager 
•  MYOB PDF Manager  
•  MYOB Intranet  
•  MYOB ProfitOptimiser