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Have you been invited to Taxy?

Here are some answers to questions you might have.

FAQs for Clients

Why has my accountant invited me to Taxy?

Your accountant is using Taxy to collect the information and documents needed to prepare your tax return.

Instead of sending long email lists or multiple follow-ups, Taxy organises these requests in one place so you can clearly see what information is required and respond when it suits you.

Taxy makes it easier to view and respond to your accountant’s information requests compared to long emails and upload portals.

Requests are broken into small, manageable items you can complete in your own time. Your accountant can also see live progress, which means less chasing and fewer follow-up emails.

When you receive the invitation email, simply follow the link to access your request.

Once logged in, you’ll see a list of items your accountant needs from you. For each item you can upload a document or answer the question directly in Taxy.

Requests are broken into small, manageable items so you can work through them gradually.

Some responses may only take a few seconds, while others might involve uploading documents you don’t have to hand. Many people find it easier to complete requests over a few short sessions rather than trying to gather everything at once.

If you’ve been asked to provide a document you don’t have immediately to hand, you can leave that item and come back to it later.

You can also add a comment to the item if you’re unsure about something. Your accountant will respond in the same place, making it easier to keep track of what you still need to provide.

Yes. Taxy is designed to handle sensitive information more securely than email.

All data is encrypted, stored in Australia, and only accessible to authorised users within your accountant’s workspace.

If you have questions about the information being requested, the best person to contact is your accountant.

If you’re having trouble accessing your account or have questions about Taxy, please contact us:

  • support@taxy.au
  • +61 2 7247 2472