Built for tax partners, agents, and in-house tax teams across Australian compliance and advisory work. Halo prepares the return, runs the calculations, drafts the memo, and writes the ATO letter, with every figure tied back to the payment summary, the dividend statement, or the trust distribution advice that sourced it.
Three hundred returns due in a four month window. A doc bundle from the client that arrives in pieces, half scanned, half in email. A CGT parcel with no cost base. A Div 7A loan that nobody has reviewed since the year it was made. The work that needs doing is judgement work. The work that gets done is data entry.
Drop the client's source documents into a Job. Halo prepares the return, drafts the position memos, cites the authority for every claim, and assembles the lodgement file. Your team reviews the judgement calls and signs the return.
Income, deductions, offsets, and credits populated from the source documents. Every figure cites the document, the page, and the line. The reviewer reads the file, not the keystrokes.
Tax positions drafted with the legislation, the ruling, and the case cited. Halo writes the memo against the facts; the partner makes the call. No invented authority.
Cited answers grounded in the ITAA, the GST Act, ATO rulings, and case law. Every claim points to the section, the paragraph, and the date of effect.
Current and deferred tax provisions reviewed against the trial balance and the return. Variances surfaced, not buried. The provision ties out to the lodgement.
Validation against the ATO schema, the agent's lodgement program, and the practitioner's working file. Errors surfaced before lodgement, not after.
Engagement letters, advice memos, and lodgement confirmations drafted in your firm's voice. Halo prepares the file. The partner sends it.
A live session on your own client file and your own workbench, with your team in the room. Forty minutes.