Tax Return Lodgement

    ATO-integrated tax return lodgement software. Access is restricted to registered tax agents — prepare and lodge client tax returns and BAS directly with the ATO via Standard Business Reporting (SBR).

    All Entity Types Supported

    Prepare and lodge returns for every client type — individuals, companies, trusts, partnerships, and SMSFs

    Individual Tax Returns

    Prepare and lodge individual income tax returns with ATO pre-fill data for salary, wages, interest, dividends, and deductions.

    Company Tax Returns

    Full company tax return preparation and lodgement including financial statements, franking accounts, and loss schedules.

    Trust Tax Returns

    Trust income tax returns covering discretionary, unit, hybrid, and fixed trusts with beneficiary distribution statements.

    Partnership Tax Returns

    Partnership return preparation with partner income distribution statements and capital account reporting.

    SMSF Tax Returns

    Self-managed super fund annual returns including member statements, investment income, and regulatory compliance reporting.

    BAS & Activity Statements

    Electronic BAS lodgement including GST, PAYG withholding, PAYG instalments, and FBT instalment reporting.

    Platform Features

    Built for efficiency — automate pre-fill, import data, collect signatures, and lodge electronically

    ATO Pre-Fill Automation

    Automatically prefill client income, deductions, and activity statements using ATO data — reducing manual data entry and errors.

    Trial Balance Import

    Seamlessly import trial balance data from Xero, MYOB, QuickBooks, and other cloud accounting platforms directly into tax returns.

    E-Signature Declarations

    Built-in electronic signature capability for client declarations — no printing, scanning, or posting required.

    ATO SBR Integration

    Secure direct lodgement with the ATO via Standard Business Reporting (SBR) — lodge up to 1,000 income tax returns per month.

    Secure Cloud Storage

    All client data and lodged returns stored securely in the cloud with enterprise-grade encryption, accessible from any device.

    Browser-Based Access

    No software installation required. Access from any device with a modern browser — Windows, Mac, tablet, or Chromebook.

    Supported Forms & Schedules

    Individual income tax return (ITR)
    Company income tax return
    Partnership income tax return
    Trust income tax return
    SMSF annual return
    Business Activity Statement (BAS)
    Instalment Activity Statement (IAS)
    FBT instalment & annual returns
    Forms supported from 2014 onwards
    Capital gains tax schedules
    Foreign income schedules
    Personal services income schedules

    Why Choose Us

    End-to-End Lodgement

    From ATO pre-fill through to electronic lodgement — a complete, streamlined workflow that eliminates manual processes and reduces turnaround time.

    All Entity Types

    One platform for individuals, companies, trusts, partnerships, and SMSFs. No switching between tools — handle your entire client base in one place.

    Cloud Accounting Integration

    Direct trial balance import from Xero, MYOB, and other leading cloud accounting platforms. Your data flows seamlessly into returns without re-entry.

    Ready to Streamline Your Lodgements?

    Lodge tax returns for all entity types directly with the ATO. Get started with Cassandra's cloud-based lodgement platform today.

    ATO Compliance Standards

    Built for Secure, Compliant ATO Lodgement

    Our tax return lodgement platform meets the highest standards for ATO compliance, data security, and professional practice requirements.

    1,000
    Returns Per Month Capacity
    2014+
    Forms Supported From
    SBR
    Direct ATO Integration
    AES-256
    Encryption Standard

    Designed for Tax Professionals

    Built with direct input from registered tax agents (TPB), CPA accountants, and bookkeepers to ensure compliant, efficient lodgement workflows.

    ATO SBR Integration

    Direct electronic lodgement with the Australian Taxation Office via Standard Business Reporting (SBR) — the same channel used by Australia's top accounting firms.

    Pre-Fill Automation

    Automatic retrieval of ATO pre-fill data for income, deductions, and activity statements — reducing manual entry and minimising errors.

    Enterprise-Grade Security

    AES-256 encryption at rest, TLS 1.3 in transit, with full audit trail and secure document storage compliant with Privacy Act 1988.

    Authoritative Sources

    All AI outputs are grounded in and cite these authoritative sources:

    Australian Taxation Office (ATO)
    Official Lodgement Standards
    Tax Practitioners Board (TPB)
    Professional Conduct Requirements
    Standard Business Reporting (SBR)
    Electronic Lodgement Protocol
    Income Tax Assessment Act 1997
    Primary Tax Legislation
    A New Tax System (GST) Act 1999
    GST Compliance Framework
    Superannuation Industry Act 1993
    SMSF Return Requirements
    ATO SBR Integration
    TPB Standards Aligned
    Privacy Act 1988 Compliant
    Australian Data Sovereignty
    ABN 70 659 258 367
    ABN 70 659 258 367Privacy Act 1988 (Cth) CompliantAustralian Consumer Law CompliantMelbourne, VIC 3008, Australia
    Experience · Expertise · Authority · Trust

    Why You Can Trust Cassandra Tax Return Lodgement

    Built and operated by Cassandra Research Pty Ltd — an Australian-registered software company (ABN 70 659 258 367) headquartered at 888 Collins Street, Docklands, Melbourne VIC 3008.

    Experience

    First-hand experience building production software for Australian tax return preparation and ATO Standard Business Reporting (SBR) lodgement, with workflows shaped by practitioners who run real Australian practices every day.

    Expertise

    Product logic reviewed against current Australian standards and primary sources, including Income Tax Assessment Act 1997 (ITAA 1997), ATO Standard Business Reporting (SBR), Tax Agent Services Act 2009.

    Authoritativeness

    Cassandra Research is a verifiable Australian entity (ABN 70 659 258 367), with public editorial standards, a corrections policy and a named author for every analysis.

    Trust

    Zero-log architecture, TLS 1.3 in transit and AES-256 at rest. Role-based access, immutable audit trails and tenant isolation are built-in — not bolted on.

    Primary sources & standards referenced

    Income Tax Assessment Act 1997 (ITAA 1997)
    ATO Standard Business Reporting (SBR)
    Tax Agent Services Act 2009
    Tax Practitioners Board (TPB) Code of Professional Conduct
    APES 220 Taxation Services
    myGovID & RAM authentication standards
    Australian Privacy Principles (APPs)
    ISO 27001 information security controls

    5.0 average from verified Australian professional users — read reviews on our About page.