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Tax pack preparation

Upload the return.
Get a signed tax pack back.

Admiin reads the return or BAS, writes the cover letter, pulls the amounts, due dates and PRN, places the signature fields, and sends the pack to your client. You review it and hit send.

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15 minutes down to 3· Individual, trust, partnership and company· Signing and payment included

app.admiin.com / clients / M Harcourt / tax + binding

OverviewDocumentsTax + BindingSigningPayments

Tax + Binding · FY26

Prepare, sign and settle a lodgement in one pass

Upload return

Upload the tax return or BAS

Drop the PDF in and Admiin reads it. Individual, trust, partnership and company returns, plus activity statements.

Choose a file

M Harcourt FY26 individual return.pdf 2.1 MB

Admiin AIReading the return and drafting the letter

Reading return Extracting amounts Writing cover letter

Amount payable$4,280.00

Due date15 May 2026

Payment reference4 8827 1120 4

Entity typeIndividual

Your 2026 individual tax return

Pack ready · 3 documents, signature fields placed

Cover letterWritten by Admiin, edit before sending AI drafted

2026 individual tax returnDeclaration page 4 1 signature

Engagement letter FY26Signature and date fields 1 signature

$4,280.00 payable · due 15 May 2026 Send for signing

Sent to Marcus Harcourt · signing and payment in the same link

Proof

Logicca cut binding pack prep by 75%

Fifty staff, more than four thousand clients, and every binding pack built by hand in Word with the ATO portal open in another tab. Admiin replaced the whole assembly line.

Read the case study →

75%Less time per binding pack

~1,100Admin hours recovered a year

4xBinding capacity, same team

The old way

The tax pack is the slowest part of the lodgement.

The return is done in minutes. Then someone spends a quarter of an hour assembling the paperwork around it.

Word and a PDF merger

Rebuilt from scratch, every client

Open the template and rewrite the paragraphs for the client type.
Type in names, entity types and contact details by hand.
Key the amounts payable, refunds and due dates into a table.
Log into the ATO portal to download the payment slip.
Merge everything to PDF, upload to the signing tool, tag the fields.
One amendment and the whole thing gets rebuilt.

10 to 15 minutes an individual. Twenty or more for a group.

With Admiin

Read, drafted and tagged for you

The letter is written from the return, in the right tone for the entity.
Names, amounts, refunds and due dates come out of the document.
The PRN is read off the return, so no separate ATO portal login.
Signature fields land on the declaration and the engagement letter.
Send from your own inbox, with payment attached to the same link.
Amend a figure and the pack rebuilds itself.

About three minutes, individual or group.

How it works

Four steps, and you only do two of them.

Reading and assembly are automated. Review and send stay with you.

Upload the return

Search the client and drop in the return or activity statement. Individual, trust, partnership and company returns all run through the same flow.

Admiin reads it

Amounts payable, refunds, due dates, the payment reference number and the entity details are pulled from the document rather than typed in.

The letter writes itself

A cover letter is drafted in your firm's voice and matched to the client type, with the figures already in it. Edit anything before it leaves.

Review and send

Signature fields are already placed. Send the pack from your own inbox and the client signs and pays through the one link.

Run your next return through Admiin.Upload it, review the draft, send. About three minutes of your time.

Get started free › Book a demo

What comes off the return

Everything you would otherwise retype.

Each figure is read from the lodged document, so the pack and the return cannot drift apart.

Amounts payable and refunds

Read straight off the return and written into both the letter and the payment step, so the client is never quoted two different numbers.

Due dates

Lodgement and payment due dates are picked up and carried into the letter, the reminders and the client's portal.

The payment reference number

The PRN is read off the document, so nobody downloads a payment slip from the ATO portal and attaches it by hand.

Entity type and details

Individual, trust, partnership or company. The entity decides which cover letter is drafted and who needs to sign.

Where the signatures go

Declaration pages and engagement letters are tagged automatically, with the right signer against each field.

Amendments

Change a figure or swap a document and the pack rebuilds. No reopening Word, no version control, no resending by hand.

Signing

The signature fields are already where they should be.

There is no second tool and no separate subscription. Admiin tags the declaration and the engagement letter, sends the pack from your own inbox, and tracks every step back to the client record.

Multiple signers on the one pack, each with their own fields
Sent from Outlook or Gmail, in your name, with replies threading back
Opened, viewed and signed tracked to the minute
Reminders go out on their own, so chasing is not your job
Signed copies file themselves against the client and the year

The AI toolkit →

Tax pack · FY26 · sent to M Harcourt

Signing activity

Sent from your inbox10:42 am · 3 documents, 2 signature fields

Opened on mobile10:44 am

Declaration signed10:47 am · 2026 individual tax return

Engagement letter signed10:47 am

$4,280.00 paid10:48 am · settled to the ATO payment reference

Group clients

A family group is still one pack.

Upload every return at once and allocate each document to the entity it belongs to. Admiin drafts the right cover letter and payment details for each one, then binds the lot into a single pack the client signs in one sitting.

Trusts, companies, partnerships and individuals in the one workflow
Separate amounts and payment references per entity
One signing session instead of five separate emails

Trust deed reader →

Harcourt family group · FY26 · 4 entities

Allocate documents · 4 of 4 matched

INMarcus HarcourtIndividual return · $4,280.00 payableMatched

TRHarcourt Family TrustTrust return · $0.00, distributions minutedMatched

COHarcourt Nominees Pty LtdCompany return · $11,940.00 payableMatched

SMHarcourt Super FundSMSF return · $1,210.00 refundMatched

The whole flow

Return in, lodgement settled.

Step 1

Return uploaded

Search the client, drop in the PDF.

Step 2

Figures extracted

Amounts, dates and the PRN read off the document.

Step 3

Letter drafted

Written for the entity type, ready for your edit.

Step 4

Pack sent

Signature fields placed, sent from your inbox.

Step 5

Signed and paid

Filed against the client, settled to the ATO.

Bring us your messiest group client.Four entities, three payment references and a partial refund. We will build the pack on the call.

Get started free › Book a demo

Questions

Before you upload the first return.

Does Admiin write the cover letter, or just fill in a template?

It drafts it. Admiin reads the return, pulls the figures, and writes the letter in your firm's voice and in the right tone for the entity type. What comes back is a first draft you correct, not a merge field you fill in. Nothing goes to the client until you have reviewed it.

Which returns and statements does it handle?

Individual, trust, partnership and company returns, plus activity statements. Group clients spanning several entities run through the same flow, with each document allocated to the entity it belongs to and its own amounts and payment reference carried through.

Do we still need a separate e-signing subscription?

No. Signing is part of the pack. Signature fields are placed on the declaration and the engagement letter, multiple signers are supported, and opened, viewed and signed are tracked back to the client record. Most firms drop their existing signing tool when they move across.

Where does the payment reference number come from?

Admiin reads the PRN off the return itself, so there is no separate ATO portal login and no downloading a payment slip to attach by hand. The client can pay in full, spread it over instalments, or defer to the due date, all from the same link they sign in.

What happens if we need to amend something after sending?

Change the figure or swap the document and the pack rebuilds itself. There is no reopening a Word file, rebuilding the PDF and re-uploading to a signing tool. The client gets the corrected version and the earlier one is superseded on the record.

Does the client have to create an account?

They set up their portal once, then everything for that client lives in one place, including past lodgements, signed documents and anything you have requested from them. For that first pack they can open the link, review, sign and pay without a lengthy setup.

How long does it actually take?

Logicca Chartered Accountants went from 10 to 15 minutes an individual binding, and 15 to 20 minutes or more for a group, down to under five minutes across the board. That is roughly 1,100 admin hours a year back across a book of more than four thousand clients.