ATO - Ready Workpaper Support

Turn Complex Compliance into Review-Ready Simplicity for Your Australian Practice

At OBG Outsourcing Private Limited, we deliver end-to-end, ATO-ready workpaper preparation designed specifically for Australian CPA firms, tax agents, and accounting practices. We handle the time-consuming groundwork—reconciliations, schedule preparation, and documentation cross-referencing—so your team can skip the "grunt work" and focus on partner-level reviews, strategic tax planning, and client advisory.

The Challenge Facing Australian Accounting Firms

During peak tax seasons and EOFY runs, your senior team should be having high-value conversations with clients. Instead, they are often bogged down by:

Missing source documents and incomplete audit trails.

Discrepancies between general ledgers and BAS/GST lodgements.

Endless back-and-forth cleanups on complex balance sheet items.

Tight ATO deadlines causing burnout and operational bottlenecks.

How OBG Outsourcing Solves It

We act as a seamless, white-label extension of your team. Our experienced tax and compliance specialists prepare review-ready workpaper packs aligned strictly with Australian Taxation Office (ATO) standards and Australian Accounting Standards Board (AASB) guidelines.

The OBG Guarantee: Every file we deliver is structured so your managers can move through the review process in minutes, not hours.

What’s Included in Our Workpaper Packs

We prepare comprehensive, hyper-linked workpapers across all major entity structures (Companies, Trusts, Partnerships, Sole Traders, and SMSFs):

1. Balance Sheet Reconciliations & Lead Schedules

Bank & Credit Cards: 100% reconciled to closing statements with clear exception logs.

Accounts Receivable & Payable: Detailed aging analysis and doubt/bad debt schedules.

Inter-Entity & Loan Accounts: Reconciled inter-company balances, Div 7A loan agreements, and minimum benchmark interest schedules.

Fixed Assets & Depreciation: Tax vs. Accounting depreciation schedules, instant asset write-off checks, and motor vehicle logbook calculations.

2. Tax & Compliance Workpapers

GST & BAS Reconciliations: Annual GST control account reconciliations mapped directly to lodged BAS statements.

PAYG Withholding & STP Phase 2: Payroll reconciliation against EOFY Finalisation Summaries.

Capital Gains Tax (CGT): CGT discount eligibility, cost-base calculations, and small business CGT concessions documentation.

Fringe Benefits Tax (FBT): Meal entertainment, motor vehicle, and living-away-from-home allowance (LAHA) schedules.

3. Entity-Specific Schedules

Trusts: Trust distribution resolution preparation and streaming schedules (franking credits, capital gains).

Companies: Franking account tax paid/refunded reconciliations.

SMSF Compliance: Audit-ready audit packs with electronically cross-referenced source documents.

Built for Your Tech Stack

Our team works directly inside your cloud platforms and software environment—no data migrations required:

Accounting Software: Xero, MYOB, QuickBooks Online, Reckon.

Tax & Workpaper Platforms: Xero Tax, APS, HandiSoft, CCH iFirm, Class Super, BGL 360.

Document Management: SuiteFiles, HowNow, Dropbox, OneDrive, Google Drive.

Why Leading Firms Partner with OBG Outsourcing

Our Simple 4-Step Process

[1. Secure Handoff] ? [2. Preparation & Reconciliation] ? [3. Quality Assurance] ? [4. Review & Lodgement]

Secure Handoff: Upload source documents and trial balances via your firm's preferred cloud tool.

Workpaper Preparation: OBG specialists process transactions, build schedules, and draft initial tax returns.

Internal QA Check: Senior OBG managers review files against our ATO compliance checklists.

Partner Review & Lodgement: You receive a clean, hyper-linked workpaper pack ready for final sign-off and ATO lodgement.

Ready to Streamline Your ATO Compliance?

Free your senior team from back-office bottlenecks and increase practice margins with OBG Outsourcing Private Limited.