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Welcome! Introduce yourself + your favourite [book, movie, place to travel] 🎉
Welcome! Let's get to know each other! Comment below sharing a bit about you, what you do when you aren't working and your favourite book, movie or place to travel. 😊
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Tax Return List Order
#musings Tax Return list order - Does anyone know the logic of why your tax agent list exports in the order it does? I'm interested if anyone knows - I can see about 12 different categories of clients, with type of entity, date applied for TFN/registration date, whether Australian born, whether NRR or New Entities all seeming to play a part on the list order. Reason I'm wanting to know - is then we can "add" new clients where we think they'd sit on the list vs. having to run the list and cross check. Please message me directly if you think it is sensitive information. (obviously we don't want to share information that others could use to predict ATO processes) Thanks!
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Launch Friday 7 Feb 2025
Hi Guys - So excited to have you here. There are about 45 "folders" of videos in the Classroom - but for now I've hidden a lot of the folders that are more related to specific software or marketing/business growth. We'll go through all this on webinars - and I don't want to overwhelm you (which I probably already have sorry!).
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Bit about myself
Outside of work, I enjoy preparing healthy meals, focusing on using fresh, whole ingredients and avoiding processed foods. I also have a passion for growing my own fruits and vegetables.
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Tax Agent Linking: Client Nominations Report
I forget - I think the nominations stay on the report until the expiry date regardless of whether you have Added the Entity to Tax Agent Portal. Is that Right? (seems that way).
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