Help Center
Go to Plugin Accountant
End of Year
Tax Admin App
Getting started with Plugin
Initial Setup
Practice Management
The role of the Practice Administrator
Companies Office
Onboarding
Overview of Onboarding
Onboarding Stages
Onboarding Admin
End of Year
Accountants View
Business Questionnaire
General Questionnaire Overview
Investment Property Questionnaire
Personal Questionnaire
GST Process and Consulting Jobs
GST
Consulting Jobs
Plugin Tax
Provisional Tax
Tax - what the client sees
Tax Letters
Tax Admin
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Help Center
End of Year
Tax Admin App
Getting started with Plugin
Initial Setup
Practice Management
The role of the Practice Administrator
Companies Office
Onboarding
Overview of Onboarding
Onboarding Stages
Onboarding Admin
End of Year
Accountants View
Business Questionnaire
General Questionnaire Overview
Investment Property Questionnaire
Personal Questionnaire
GST Process and Consulting Jobs
GST
Consulting Jobs
Plugin Tax
Provisional Tax
Tax - what the client sees
Tax Letters
Tax Admin
End of Year
Questionnaire Video
Overview of the questionnaire and basic troubleshooting
Submitting the questionnaire
Using the Tax Summary
Accountants View
Questionnaire workflows for accountants
How to view submitted questionnaires
Splitting questionnaires out within a group
Opening or closing years for the questionnaire
Business Questionnaire
The business questionnaire overview
Answering questions and uploading files
The business questionnaire and Xero
The business questionnaire and other accounting software
The business questionnaire and no software / spreadsheets
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General Questionnaire Overview
Understanding the client questionnaire tracker
Submitting information for a nil return
Investment Property Questionnaire
The investment property questionnaire and no software/spreadsheets
The investment property questionnaire and other accounting software
Personal Questionnaire
Using the personal questionnaire