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.

    Australian Tax Practice Workflows

    Tax Return Software for Professional Review

    Explore return preparation workflows and confirm the forms, financial years, integrations and lodgement services available for your practice.

    Professional Workflows

    Assess the preparation, review and client sign-off workflow against your firm's tax agent obligations.

    Registered ATO DSP

    Cassandra Research is a registered Digital Service Provider with the ATO. Product certification and access to individual ATO services are separate requirements.

    Check Product Coverage

    Confirm supported return types, financial years, pre-fill access and lodgement availability for the product you plan to use.

    Data Handling

    Read the published Privacy Policy and Data Protection information before sharing taxpayer or client information.

    Authoritative Sources

    Relevant sources and frameworks to assess for this domain include:

    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 (Supervision) Act 1993
    SMSF Regulatory Framework
    Registered ATO DSP
    Professional Review
    Published Privacy Policy
    ABN 70 659 258 367
    Company · Sources · Professional review

    Research standards for 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.

    Professional workflows

    Explore software workflows for Australian tax return preparation and ATO Standard Business Reporting (SBR) lodgement. Review the inputs, assumptions and resulting documents against the requirements of your matter.

    Source verification

    Relevant sources and standards include Income Tax Assessment Act 1997 (ITAA 1997), ATO Standard Business Reporting (SBR), Tax Agent Services Act 2009. Check their current text and application before relying on a result.

    Australian software company

    Cassandra Research is a registered Digital Service Provider (DSP) with the ATO. Read our Trust Center for company information and professional review responsibilities.

    Data handling

    Our Privacy Policy explains collection, storage, provider processing and overseas disclosures. Review the policy before sharing client information.

    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