From invite to return, step by step
Seven steps, one pass. No second form, and nothing typed twice.
1. You send a private link
Enter your client’s name and email. Tax Genie sends them a private link that lasts 30 days. Send a fresh one any time, and their answers stay.
2. The form adapts to the client
The form follows your client’s answers. A spouse who’s also your client gets their own fields. A trust asks about its trustee. The form keeps asking for entities until the client says they’re done.
3. Mistakes are caught as the client types
ABNs, ACNs and TFNs are checked as the client types, so a swapped digit is caught on the spot. A valid ABN is confirmed against the Australian Business Register.
4. Help is there when they need it
Tricky questions, like trustee type, reporting frequency or where to find a director ID, have guidance attached. It stays closed until your client opens it.
5. AI checks every answer and chases fixes
AI reviews every answer for common mistakes, like a trustee type that doesn’t match the deed. Your client gets one email listing each fix. You’re copied in, not chasing.
6. The engagement letter writes itself
Open the file and generate the engagement letter. Every person and entity from the form is already in it. Review it and send it for signature.
7. The data lands in your tax software
Client, entity and contact details go straight into your tax software. The return starts with the data already there.
Works with HandiTax, Xero, QuickBooks and more.
What arrives on your side
A dashboard showing where every client is up to. A checked file with every section, every upload and the fixes already chased. Then the engagement letter, and the data in your tax software.
Want to see it with your own clients?
Tell us how you onboard clients today and we’ll walk you through the same steps in Tax Genie.