Tools

AE Tax

Powerful tax preparation, lodgment and management solution, designed for mid to large New Zealand accounting practices.

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    0800 94 96 99

  • Ideal if you...

  • Are a multi-agent firm

  • Prepare all types of returns and activity statements

  • Want to reduce your return production time

  • Generate ‘What if’ scenarios for tax planning

Features

     

Tax software that’s all class

Part of  Accountants Enterprise, AE Tax is the smart choice for New Zealand practices that want more powerful features in their tax software. AE Tax allows you to set up personalised user homepages – instantly focusing your practice workflow. You can also produce detailed returns with comprehensive supporting schedules, distribute income between related returns, have quick access to up-to-date filing statistics and use ‘What if’ scenarios for in-depth tax planning. With AE Tax you can revolutionise the way your practice works.

     

A personalised experience for every person

With AE Tax, each member of your practice has their own customised homepage where they can access all the information that’s important to them. It’s a quick way to access clients’ tax forms and see the status while managing your tax lodgements – in real time. What’s more, all your information is available in one keystroke.

     

Efficient and accurate preparation

AE Tax is packed full of features to help your practice be more productive, faster. All forms, worksheets and tables look just like the familiar paper returns; it gives you one click access to current and prior year returns, and automatically transfers the results from supporting worksheets – everything you need to save time, save money and deliver great profitability.

     

Tax Planning

Offering higher value services like Tax Planning is easy with AE Tax’s ‘What if’ calculator. Use it to create scenarios for the current and future financial year with minimal data entry.

     

Distribution of income

AE Tax also allows you to distribute and share income between returns (Trust and Partnership distributions, Interest/Dividends, for example). All schedules attached to a return (Rental, Business Income, Interest/Dividends, for example) can be copied to another return. The benefits of this are clear -you only need to enter data once and it will flow through to the associated schedules and returns.

 

No need to re-key data

AE Tax comes with a host of handy import tools to transfer data, so you don’t have to re-key again. It imports IR Summary of Earnings updating the tax return, updates the workflow when a Notice of Assessment is received via E-File and is smart enough to allow you to import AE General Ledger data into tax returns. 

Accurate returns – as standard

There’s a reason why the Big 4 firms and accounting professionals of all types use our software to lodge over 1.5 million New Zealand tax forms every year – it makes your job easier. Clever audit tools will scan an entire return and display error on one page. And if you need them, tax estimates are available at any time.

   

Hassle-free management and reporting

AE Tax gives you one-click access to all the tools, reports, forms and schedules you need. You can set up as many Tax Agents as you need, input IR Assessments for taxpayers and quickly generate key lodgement and IR reports to pass up-the-line. 

   

Print returns the way you want to

With AE Tax, you no longer have to waste time printing information you don’t need. You can print a client copy of the return displaying only active items, export reports to PDF and quickly prepare and print an invoice with the return – everything you need to make the final steps of your return stress-free.

   

Crisp, clear correspondence

AE Tax takes the hassle out of your client correspondence. Standard Tax letters with information like name, address and tax payments due are easily produced with the tools provided. Multiple layouts can be created and modified to suit your practice. There is no need for all partners to send the same cover letter as individual covering letters can be attached to each partner.      

Want to take AE Tax further?

AE Tax also works as a fully integrated module of MYOB Accountants Enterprise. Other integrated modules include:

Fact Sheet (PDF 4.14MB)  

 

Want to know more?

Want to know more

Call a Client Manager 0800 94 96 99

 

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