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Yes AI - AI Solutions Australia
Tax Calendar AI

Never Chase a Client for Documents Again

BAS quarters, EOFY, individual returns, company lodgements - your AI sends the right email to the right client at the right time, every time. Personalised. Automated. Relentless.

Australian Tax Calendar - Automated Email Triggers
Jul*
Aug
Oct*
Jan
Feb*
Apr
May*
Jun*

* Major deadline months - AI sends escalated multi-email sequences

Automate Your Client Reminders(03) 9003 0111

The Accountant's Email Problem

Your expertise is tax strategy and financial advice. Not writing "please send your documents" for the hundredth time.

40%
Time Spent Chasing

Australian accounting firms spend up to 40% of their non-billable time on client communication - reminders, follow-ups, and document requests. That is two full days per week per accountant spent on emails, not on advisory work.

15-20
Hours Per BAS Quarter

Every BAS quarter, your team spends 15 to 20 hours sending reminder emails, following up with non-responsive clients, and manually tracking who has submitted documents. Four times a year. Every year. Forever.

$313
ATO Penalty Per Period

When clients miss deadlines because your reminders fell through the cracks, they face ATO Failure to Lodge penalties starting at $313 per 28-day period. Your clients blame you. Your reputation suffers. It is preventable.

The Real Cost to Your Practice

A 4-partner firm with 500 clients sends approximately 6,000 reminder emails per year across BAS quarters, tax returns, and EOFY. At an average of 8 minutes per personalised email (checking what documents are outstanding, writing the email, tracking the response), that is 800 hours annually - equivalent to $160,000 in billable time at $200/hour. This is a partner-level inefficiency hiding in plain sight.

The Australian Tax Calendar, Automated

Every deadline. Every entity type. Every client. Automated email sequences triggered by the dates that matter.

JulyKEY
1 Jul: EOFY + New FY Begins
21 Jul: Jun Monthly BAS Due
August
21 Aug: Jul Monthly BAS Due
OctoberKEY
28 Oct: Q1 BAS Due (Jul-Sep)
31 Oct: Individual Returns Due (self-lodged)
January
28 Jan: Q2 BAS Due (Oct-Dec)
FebruaryKEY
28 Feb: Company Returns Due
April
28 Apr: Q3 BAS Due (Jan-Mar)
MayKEY
15 May: Agent Lodgement Deadline (Individuals)
21 May: FBT Returns Due
JuneKEY
30 Jun: End of Financial Year

Scroll horizontally to view the full tax year. Click any month to see the automated email sequences.

A 3-Email BAS Sequence in Action

Here is exactly what the AI sends for a quarterly BAS reminder. Each email is personalised to the client, their entity, and their outstanding documents.

Email Preview:

Hi David, your Q2 BAS for Trading Pty Ltd is due on 28 January. To prepare your lodgement on time, we need your October-December bank statements, sales invoices, and any new asset purchases. Please reply to this email with the documents attached, or upload them to your client portal.

Result: 85% Resolution Rate

This 3-email sequence resolves 85% of outstanding document requests without any manual intervention from your team. The remaining 15% are flagged for a partner phone call with full context - what was sent, when, and what is still missing.

Built for Australian Accounting Firms

Every feature designed around the Australian tax calendar and accounting practice workflows.

BAS Reminders

Automated sequences for every BAS quarter. 30-day, 14-day, and overdue reminders with personalised document checklists for each client entity.

EOFY Document Requests

Comprehensive EOFY document request emails tailored to each entity type. Group certificates, rental statements, private health, investment summaries - all in one checklist.

Tax Return Follow-Up

Automated follow-up chains for individual, company, trust, and SMSF returns. Each sequence adapts to the entity type and lodgement deadline.

ATO Correspondence Routing

When the ATO sends correspondence to your practice email, the AI classifies it, matches it to the client, and routes it to the assigned accountant with a priority flag.

Client Portal Integration

Direct links to your client portal in every email. The AI tracks who clicked, who uploaded, and who still needs a nudge - reducing friction for document submission.

Document Receipt Confirmation

When clients reply with documents, the AI acknowledges receipt, checks against the outstanding list, and updates your practice management system automatically.

Deadline Dashboard

Real-time overview of every client deadline status: documents received, reminders sent, overdue clients, and at-risk lodgements. Partner-level visibility at a glance.

Late Lodgement Alerts

When a client is at risk of late lodgement, the AI alerts the partner, provides a summary of all reminder attempts, and recommends next steps including phone escalation.

Compliance You Can Trust

Built for the regulatory requirements Australian accountants face daily.

ATO Requirements

  • All lodgement deadlines tracked and automated
  • Extension tracking for tax agent lodgement programs
  • Penalty exposure warnings in overdue communications
  • Full audit trail of all client communications

TPB Standards

  • Code of Professional Conduct compliant communications
  • AI never provides tax advice or lodgement decisions
  • Firm branding and registered tax agent details on all emails
  • Partner review and override on all automated sequences

Data & Privacy

  • Storage and AI processing locations reviewed for the selected providers
  • Encrypted at rest and in transit (AES-256, TLS 1.3)
  • Privacy Act 1988 and APPs compliant
  • Document retention policies aligned with 5-year ATO requirements

Integrates with Your Practice Software

Direct connections to the platforms Australian accountants use every day.

Xero Practice Manager

Client list sync, job tracking, document status, deadline management

MYOB AccountEdge/AE

Client database integration, entity tracking, and correspondence logging

QuickBooks Online

Client data sync, automated reconciliation reminders, and document requests

XPM (Xero Practice Manager)

Full practice workflow integration with job-level email tracking

ATO Portal / myGov

Lodgement deadline sync and extension tracking for registered tax agents

SharePoint / OneDrive

Client document storage monitoring - AI detects new uploads and updates status

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Frequently Asked Questions

Common questions from Australian accounting firms about AI email automation.

Your Next BAS Quarter, Fully Automated

Stop spending 15 hours every quarter chasing clients for documents. Let AI handle the reminders while you focus on advisory work that grows your practice.

Live within one week. 30-day free trial during your next BAS cycle. No lock-in contract.

Automate Your Practice EmailsCall (03) 9003 0111