MTD Client Onboarding: A Checklist for Accountants (April 2027 and April 2028 Waves)
In short: To onboard clients for HMRC's next Making Tax Digital waves, segment your book by qualifying income, contact April 2027 clients during 2026, standardise the records layer across clients, use the 2026-27 waiver to fix habits, and keep penalty explanations simple. Over £30,000 in 2025-26 means MTD from April 2027; over £20,000 in 2026-27 means April 2028.
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AML/CTF Tranche 2: Accountant Obligations from July 2026
In short: From 1 July 2026, Australian accountants who provide designated services, such as setting up or administering companies and trusts, are AML/CTF reporting entities. They must enrol with AUSTRAC, appoint a compliance officer, run an AML/CTF programme, complete customer due diligence, report suspicious matters and keep records, generally for seven years. Routine tax returns and bookkeeping alone may not trigger this.
Read MoreAustralian Federal Budget 2026-27: Every Tax Change for Sole Traders, SMBs and Accountants
In short: Australia's 2026-27 Federal Budget (12 May 2026) brought a permanent $20,000 instant asset write-off and a $1,000 flat deduction for wage earners from 1 July 2026. From 1 July 2027, CGT indexation replaces the 50% discount and negative gearing is limited for established residential property bought after Budget night. These four are now law; the proposed 30% discretionary trust minimum tax from 1 July 2028 is not.
Read MoreClient Comms Template: Budget 2026 in Plain English
The right accountant client communication for Budget 2026 goes out within the week, not the month. The Federal Budget was delivered on 12 May 2026, and this post exists for one purpose: to hand Australian accountants a ready-to-send email for each of their main client segments so they can land in inboxes before the mainstream media noise does. Copy the template that matches your audience, replace the bracketed placeholders, and send. The Taxr accountant portal makes the follow-up step (collecting updated expense records from clients who reply) far less painful than it normally is.
Read MoreLoss Carry-Back Records Your Clients Need to Keep
In short: From 1 July 2026, Australian companies with aggregated turnover under $1 billion can carry a tax loss back against tax paid in up to two prior income years. Each claim needs five records: the prior-year notices of assessment, a reconciled loss calculation, receipts for major loss-year deductions, a franking account statement and a director-signed narrative of the loss drivers.
Read MorePayday Super: Accountant Readiness Checklist for 1 July 2026
In short: Payday Super has applied since 1 July 2026: Australian employers must pay super with each wage payment, and it must reach the employee's fund within 7 business days. Accountants should work out which clients are in scope, audit payroll and STP Phase 2 readiness, test the clearing house pathway, model the cash flow change and check that the first pay cycles reached funds on time.
Read MoreTrust Restructure Window: How to Advise Clients
In short: As proposed in Australia's 2026-27 Federal Budget, subject to legislation, discretionary trusts would get rollover relief to restructure into another entity, such as a company or fixed trust, from 1 July 2027 to 30 June 2030, ahead of a proposed 30% minimum tax from 1 July 2028. Triage trust clients into four buckets, model stay versus restructure, document the decision and wait for the final legislation before executing.
Read MoreHow Taxr Helps Accountants with Client Expense Reports
In short: With Taxr, clients scan each receipt in the mobile app when they get it, the AI reads the date, vendor, amount and GST and suggests a category the client confirms, and at tax time the client exports a categorised Excel or PDF report. Accountants review the figures instead of keying in receipts, and the free portal at portal.taxr.io shows linked clients' receipts with photos and categories.
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